Click here to set up a free 30-minute clarity call. I use this time to learn more about you and if you are a good fit for my money coaching program. I will tell you about my package offerings during this call, but I never require my prospects to make a decision on the spot!

We will meet more frequently when we first begin working together (at least 1x every two weeks) and then will spread out the sessions more and more as our work progresses. The timing is customized to each client, and we will decide together when you are ready for more time between check-ins.

Each session is 60 minutes.

I work with 90% of my clients via video conferencing. I have clients all over the United States and Canada. If you are local to Bellingham, WA (where I live) I do make arrangements to meet in person for at least some of our sessions together.

While business finances (accounting, bookkeeping, etc.) is not my main focus, we will touch on these topics during our work together. The health of your business numbers are co-related to the health of your personal numbers and I don’t believe you can look at either in isolation.

I work in the Pacific Time Zone and take the majority of my client calls from 4 pm to 8 pm. Other appointment times are available by request.

I currently price my services into packages of 6 or 12 sessions (payment plans available). In addition to individual sessions, you will receive other resources that are included in the pricing. The breakdown per session starts at $185/hour.

While a Financial Advisor works with investment accounts and retirement planning, I focus on spending plans, debt repayment, savings plans and money mindset. Many of my clients find it useful to work with me in conjunction with a Financial Advisor, depending on their situation.