Current Services
30 Day Financial Coaching Program
Initial 60 Minute Coaching Session
- Clarify your CURRENT financial picture
- Identify your RIGHT NOW & FUTURE financial needs
- Discuss and evaluate your cash flow (Income and Expenses)
- Create or Enhance your budgeting skills
- Set SMART goals
- Define APPROPRIATE and EFFECTIVE action steps
- Establish the TOOLS & RESOURCES you need
Two 30 minute Follow Up Calls with Progress Evaluations
- Assistance with any roadblocks you are encountering
- Opportunity to share your success
Real Estate Consultation
This is a free 15 minute session. Share your real estate dreams. Find out about the real estate process whether you’re buying selling or leasing. Get tips on where to start or how to move forward. Find out how I can help as a Realtor®️.
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Financial Coaching Consultation
This is a free 15 minute session. Share your current financial picture and where you hope to be. Learn how financial coaching can assist you in developing achievable financial goals, and the process to accomplish them.