Planning & Coaching

Planning & Coaching Sessions 

 

Financial Coaching Sessions -

    Includes:

​            a) Initial free consult on coaching needs

            b) Coaching session(s) to work through specific financial needs

            c) Next steps for implementation

            d) Fees are billed at $35/hour

          ​

Training Sessions -

    Includes:

​            a) Initial free consult on training needs

            b) Financial training for education on multiple financial needs

            c) Next steps for implementation

​            d) Fees are determined based on the length and number of sessions

Conferences or Seminars -

    Includes:

​            a) Initial free consult on desired needs

            b) Financial training packaged in conference or seminar format

            c) Next steps for implementation

            d) Fees are based on length and required travel time

For all session types:

       >Phone and virtual sessions are an option.

       >Travel Reimbursement shall be determined prior to any travel.