Financial Coaching for Professionals

1) A great place to start is a strategy call - lets chat and figure out what kind of situation you are in and how I may be able to help. 2) Book the Bootcamp if you are looking for tools to manage your finances along with guidance and assignments. Following the Bootcamp you can use Check-in's as flexible add-on sessions until you are ready to go solo. You decide what you need continued support with, when and how often. The whole point is flexibility that works for you. Just pay-as-you-go for as long as you receive value. We like to keep it simple.

A: I typically work with professionals, especially those in the healthcare industry, whether salaried or in private practice. I also assist business owners across various fields. While they may not be living paycheck to paycheck, they often feel they could be doing better and lack clarity around their finances and goals.

No - All of the above require professionals like a Certified Financial Planner or a Certified Public Accountant. My job is to get you to a place where you: a) Have more funds to invest. b) Have a foundational knowledge around investing and how the tax code can be beneficial. c) Have a 5,10 and 20 year plan for your life, so that investing towards it, makes perfect sense and is just par for the course.

A: The most common challenge is a lack of clarity over personal finances. Professionals are often so busy taking care of everything and everyone else that their own finances suffer. Additionally, many lack clear money skills or financial goals.

A: I primarily offer online sessions, but if you're in Tucson, we can arrange to meet at my location in Oro Valley.

A: Boot Camp sessions typically last between 60-75 minutes, while Check-ins are around 50 minutes. If we're wrapping up something important and there are no schedule conflicts, sessions might go a bit longer. I prefer to let sessions finish naturally rather than strictly on time.

A: Indeed - please book a Complimentary Strategy Session It is an informal "meet and greet" where you can ask questions. This is not a sales call, rather, on my end, I want to be sure that my skill set matches the transformation you are looking for as well as any particular challenges.

A: I have founded or co-founded 5 successful businesses over the last 23 years including a psychotherapy practice. I am also the author of “Household Finance 101 – Your Flight Plan to Financial Independence” (available on Amazon). I have two formal educations, one as an Airline Transport Pilot, and the other as a 3-year degree in business administration. But honestly, my superpower is that I am good with people and numbers, and can explain things using easy-to-understand frameworks. On occasion, I may, with your approval, connect you to counselors who have special expertise in a subject, in order to serve you better. In that selection, I value real-world, proven experience, over formal credentials. Having said that most counselors I refer to, have professional experience in areas like accounting, financial planning, finance, and business.

A: I treat our conversations and any submitted paperwork with the utmost confidentiality. Any notes, printouts, or online questionnaires will get properly deleted /shredded after our engagement.

A: I regularly publish content on LinkedIn. You can also visit or bookmark my Library page for more information.