60 Minutes:

Build the habits that move your finances forward.

This one-on-one coaching session is designed to help you understand your current financial picture and create a practical plan for moving toward your goals.

Includes:

• Budget analysis

• Debt reduction strategies

• Savings plan

• Financial habit coaching

• Personalized action steps

• One 30 min follow up session

3-Month Program:

Three private 60-minute coaching sessions over three months designed to help you build a strong financial foundation and stay accountable to your goals.

Month 1 – Build Your Foundation

• Budget analysis

• Debt reduction

• Savings strategy

Month 2 – Build Wealth

• Home buying readiness

• Investing education

• Retirement planning basics

Month 3 – Long-Term Planning

• Rental property coaching

• Financial roadmap

• Goal review and next steps

Includes:

• 3 private coaching sessions (90 minutes each)

• Personalized action plan after each session

• Ongoing accountability throughout the program

60 Minutes:

Learn the principles behind long-term investing with confidence.

This educational session covers the foundational concepts of investing so you can make more informed financial decisions.

Includes:

• Introduction to stocks and ETFs

• Retirement accounts (401(k), IRA, Roth IRA)

• Long-term investing principles

• Diversification concepts

• The power of compound growth

• Risk and investing basics

• One 30 min follow up session