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

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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

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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

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For all session types:

       >Phone and virtual sessions are an option.

       >Travel Reimbursement shall be determined prior to any travel.

 

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