STEP 1. Schedule a complimentary, no-obligation consultation. CLICK HERE TO BOOK NOW.
STEP 2. Watch your email for questions from me. Before we hop on the phone, I’d like to know a bit about you and what you’d like to get out of coaching with me. (Check your Promotions & Spam folder to make sure that you don't miss my email, and add "firstname.lastname@example.org" to your Address Book just to be sure.)
STEP 3. Hit “reply” to that email and answer the questions.
STEP 4. At the scheduled time of your consultation, we’ll get to know each other and begin to discuss your personal finance situation. We’ll use the opportunity to make sure we’re the perfect fit before you commit.
STEP 5. Then we’ll get started! If you decide to work with me, I’ll tell you the exact steps for getting started. If you decide not to work with me or if we aren’t a perfect fit, I’m happy to share other resources to help you get what you need.
Have questions? Email me.