Free Consultation: Diagnostics
Not sure what you need?
Service Description
Choose a free consultation if you can’t decide which option is right for you. Think of it as your mechanic interpreting those strange diagnostic codes for your car. This is a 20-minute, free virtual session with the coach and a short pre-work form to make the best use of our time together. We’ll dedicate this time to discussing one financial roadblock, detour, or milestone to determine which types of financial professionals and services can help you. The outcome of this session is to determine whether a class, coaching, program, or other type of financial professional can best meet your needs.
Cancellation Policy
For free consultations please provide 24 hours notice if you need to cancel or reschedule. For all other services consult your services agreement for full details on our cancellation policy.