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 Personal Finance Coaching sessions take the principles outlined in our Budget Review workshop and take them a step further. We will talk through everything from how you make money currently to passive income opportunities to budgeting for expenses. The weak spots in your financial lifecycle will be identified and we will work together to find solutions to firm those spots up.

 We offer a limited number of these sessions per quarter to provide our clients with the highest level of service possible.

 Finances are an extremely personal topic. We acknowledge that it can be extremely difficult to speak openly and honestly with anyone about your finances, but this service requires openness and honesty about exactly what we are dealing with. This and all of our workshops and coaching are done confidentially and information concerning who you are and your situation will never be shared with anyone.

 Here’s how it works. Personal Finance Coaching is a 4-week commitment. It begins with an hr video chat where we will review your current situation and help to set some goals that you would like to accomplish. Over the next 3 weeks, we will meet weekly via video chat to discuss different aspects of your financial health. Each week, you will have some homework to complete before we meet next.