Coaching
Book one-on-one time with me.
My coaching approach
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A proven track record
Having served more than 180 individuals in the last six months, I’m confident that whatever challenge you’re facing, I’ve seen it before – and helped someone just like you through it.
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A simple, comprehensive format
We’ll start with the end in mind: Your short-term and long-term financial goals. Every coaching client gets taken through the same, tested formula for success.
What to expect in your coaching session
Debt
First things first: We’ll go over any debt that you may have and devise a plan to pay it off by a specific date, so you have a solid, strategic plan moving forward with a light at the end of the tunnel.
Financial Independence
Unsure how much progress you’ve made (and still need to make) to be work-optional? We’ll calculate your financial independence number based on your current invested assets, income, and spending – so you know exactly what financial freedom would look like.
Retirement Planning
Ready to retire? Same. We’ll review your retirement and investment account options and the order of operations for investing in these types of accounts based on your goals and the vehicles available to you.
Fees
One of the underestimated challenges that can work against the average investor is fees. We’ll review which fees to watch out for, and where to find them.
Investing Strategies
It’s okay if you’re not sure where to start. Each coaching call involves reviewing ETFs, index funds, and a few different portfolio strategies, like the three-fund portfolio and target date funds.
Other Questions
Of course, this one-on-one time is yours – if there are other questions you have or scenarios you want to run (like whether you should pay off debt faster or invest more aggressively, for example), we’ll go over them together.
Pricing
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60-minute session | $349
Because each session is so robust and delivers the value you need to make progress, I require a minimum of 60 minutes together. Trust me – you’ll be glad you did.
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3-pack | 60-minute sessions | $897
If you’re ready to go all in, receive a $150 discount when you book three sessions at once. This is a popular option for clients who feel they’d like to be as comprehensive as possible or be held accountable with follow-ups.
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MOST POPULAR: 60-minute session + takeaway plan | $397
Combine my signature 60-minute coaching session with a custom budget & debt plan. You’ll walk away from this session with an actionable roadmap for moving forward.
Group Coaching & Presentations
Ready to be the favorite person in your office, club, or organization? Group coaching and presentations can be tailored to your specific needs, or use my standard template described above.