Financial Coaching

Financial Coaching

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This service is a one hour phone call where I will review your current situation and walk you through steps to get your finances back on track.

In order for you to get the most out of the session, you will fill out a brief form to provide me with a high level overview of your situation so that we can dive into your most pressing financial issues.

With the heart of a teacher, I will help interpret the issues and identify options. I will recap our conversation with a recommendation form for you to take action on.

I look forward to serving you.