Let’s Work Together

Financial Coaching for All of Your Money Questions

(1-3 money areas covered in coaching)

  • It’s open enrollment time and you are unsure which options are best for your situation. You want to sign up for an HSA but aren’t sure how it works.

  • You can’t quite get this budgeting thing down and want to create a savings plan, but have no idea where to start ( don’t worry, you’re not alone)!

  • You got a bonus at work and aren’t sure if you should pay down your student loans, invest the money, or finally take that vacation!

  • The voice in the back of your head (it’s OK, we all have one) keeps telling you to make the leap and start that business, but you’re not sure if you can make it work.

  • You’re ready for a major life or career change (marriage, retirement) and want to make sure you’re set up for success.

  • You last reviewed your auto and home/renter’s insurance when you got the policies years ago. Every time you’re watching football and see the endless auto insurance ads you have a nagging desire to find out if you have the right coverage.

  • You want to enroll in your company retirement plan but aren’t sure how to much to contribute or what to invest in (oh, the options!).

  • You just had a baby and want to start a college savings plan, but don’t know where to start.

  • You have a million money questions and need some answers stat!

What’s Included

  • A complimentary 20-minute call to see if we are a good fit to work together
  • An initial 60-minute call (Skype, Google Hangout, etc.) to discuss your financial needs, goals, and current money situation
  • A 60-90 minute follow up call (Skype, Google Hangout, etc.) one to three weeks later to discuss my thoughts, recommendations, and advice
  • A follow-up email with my thoughts, recommendations, and advice in writing
  • Unlimited email support for 30 days

It’s likely there will be additional communication throughout for questions and clarification to ensure all of your questions and issues are answered.

COST: $500+ depending on complexity

Shoot me an email to schedule a quick call to discuss this package. 

Full Financial Planning

If you’ve answered yes to many of the questions above, then full financial planning might be right for you.

You receive everything including the kitchen sink – all of the above, a full detailed written financial plan, including charts, graphs, and supporting documentation. You also receive a full month of implementation assistance and recommendations to products and or experts to assist you in carrying out your recommendations.

COST: $1000 + (this is a fully customized package and pricing will be discussed before we agree to work together)

Shoot me an email to schedule a quick call to discuss this package.