NUTS AND BOLTS OF MY APPROACH TO PERSONAL FINANCIAL COACHING
Our personal financial coaching sessions focus on clarifying your desired goal and developing a plan to move toward that goal.
FEE-ONLY & CASH UP FRONT
I provide a fee-only financial coaching service to help clients get the most out of what they are looking for in financial coaching.
All my sessions are virtual at this time, unless the client can meet me in Alamance County, North Carolina.
The virtual approach that I use is through Google Meet, Zoom or Microsoft Teams.
I have conducted a lot of my sessions over the phone, which seems to work almost as good as seeing someone on your screen.
WHEN LIFE CALLS
CALL A COACH
Financial coaching can also be used for a variety reasons. Here are a few. I will work with clients who are ready to purchase their first home, buying a vehicle, dealing with creditors, foreclosures, bankruptcy, estate planning, insurance needs, retirement, investments and much more.
Because I am a Ramsey Preferred Coach, I use Dave's Baby Step approach to help the client know where they are on the spectrum of things. The Baby Steps is a foundational framework from which the coach and client knows what the scorecard looks like.
30-Minute Financial Wellness Checkup: $100
1 Hour Crisis Session: $200.
1 Hour Follow-up Session: $150.
3 Personal Sessions (First Things First) $500.
6 Personal Sessions (Learner Package) $900.
12 Personal Sessions (Year Long) $1700.