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Planning & Coaching

Planning & Coaching Sessions 

 

Financial Coaching Sessions - Looking for a coach to help you with your next step or get you over the hump to the next level?

    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 $45/hour

          ​

Training Sessions - Looking for someone to train your team or committee in the areas of financial management?

    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 - Looking to host a financial management conference, workshop, or seminar?

    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.

 

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