Our Agreement:

Consultations and coaching sessions will be via Zoom, unless other arrangements are made via email.

What you can expect from me:

• Empathy – Judgement-free empathy.  We each have a unique path.

• Honest and open dialog – freedom to share what’s important.

• Guidance – I will provide resources and opinions based on experience and research.  

• Accountability – I will ask questions and listen.

• At the end of each coaching session, I will provide a written summary, action steps, and applicable resource links to improve your personal financial situation in order for you to achieve your goals and dreams.

What I am looking for in customers:

• Faithful – follow through and finish what we agree to. Willing to change and improve.

• Available – show up for coaching sessions on time, ready, and fully engaged.  Free yourself of any distractions and background noise so you can fully focus on the coaching session.

• Teachable – willing to learn and apply what you learn.

• Results are up to you.  You must do the work to get the results.  I am a guide.

Appointment and refund policy:

• Normal appointment hours are available on week days between 8 A.M. and 4 P.M.  Select Schedule Appointment button to open the calendar and see what time works with you. Make a payment to finish scheduling appointment.

• If you need to reschedule, please email me a rescheduling notice at least 24 hours before the appointment.  We can reschedule one time, based on availability via email.

• Payments are non-refundable if cancelled within 24 hours of the appointment, or if we have made two reasonable attempts to reschedule an appointment.