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Strategy Session

FREE STRATEGY SESSION

I invite you to a complimentary Strategy Session. During the call, we will:

  • Create a high-level picture of your situation and current challenges.

  • Uncover frictions that are holding back your financial potential.

  • Leave the session with clarity, energy and inspiration. 

The strategy session will be particularly useful to individuals and families who feel they have lost track and vision of their personal finance and forward trajectory. It is also an opportunity to ask questions and learn more about what money coaching can do for you.     

Meet & Greet
3 – 6 Month Money Fit Program

Pay as you go:  $497/month   

 

Included:

  • 3 Sessions per Month

  • In-between Session Support

  • Custom-Made Budget

  • Household Finance 101 eBook

  • Money Back Guarantee
     

See FAQ for more details    

Money Fit Program

The Money Fit Program will teach you life-changing financial skills that will continue to serve you. 

  • Update your thinking around money by adopting great frameworks and assertive mindsets.  

  • Get a clear picture of your finances with a custom made budget that projects cash-flow well into the future.

  • Boost your net worth and stop leaving money on the table.

  • Identify and set goals 3, 5, 10 years and beyond. Build a vision to connect with, so that it all makes sense. 

  • Learn how to allocate dollars in ways that are meaningful.

  • Begin the journey toward financial freedom in a confidential and non-judgmental space with personal guidance.  
     

3-month Money Fit Program

Individual Sessions

These sessions are pay-as-you-go financial coaching.

Pick your topic! - Need a refresher on investment fundamentals or help trimming a budget? Saving up to buy your first home? These sessions can also be used as check-in's months or years after you finished a program.

Let's talk!        

Individual Financial sessions

Investment:  $97*

* 45 min. sessions.

Included:

Household Finance 101 eBook

Individual Sessions
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