Not sure whether you're on the right road to financial success?
Service Description
Choose this option if you desire a personalized discovery session with the coach. This is a virtual meeting between only you, your partner, and the coach. The session is 90 minutes long with 1-2 hours of prep work required by you and the coach. Through the intake documentation and our time together we’ll discover where you are on your road to financial success, and where you want to be. We’ll identify your top goals, challenges and roadblocks. After the session the coach will share your customized roadmap with recommended milestones to reach your next major goal. Pre-work must be completed 48 hours before this session in order to have an effective conversation and provide informed recommendations.
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.
