Certified Master Financial Coach with extensive experience helping individuals and families build practical, sustainable financial systems tailored to their real-life goals.
Financial Planning Introduction Session. (up to 60-90 minutes)
$150
3-day delivery
What's included:
A 60-90 minute focused financial coaching session (held virtually, in writing or by chat if preferred)
Review of your current financial picture (income, debt, expenses, goals)
A personalized “Next Steps Roadmap” outlining actionable steps to move forward
One follow-up Q&A exchange by email after the session
This is a non-judgment, pressure-free, educational session designed to give you clarity and direction.
This service is financial coaching and planning, not legal or investment advice. I do not manage money, sell financial products, or communicate with third parties. All work is delivered in writing (email of chat). To protect workflow and provide detailed, thoughtful guidance, I do not take phone calls — everything is done in writing for your benefit and mine.
