Give the gift of financial knowledge & wisdom

One 15-minute Discovery Session to meet, uncover goals & obstacles, and address any questions before our first meeting. 

Three 45-minute mentoring sessions on one each:

* Cash flow management

* Savings 

* Debt reduction

I coach virtually, via phone and zoom. Most people prefer zoom - it allows for screen sharing and a more personalized session.

My coaching days are Tues - Sat.

90 days from the date of purchase. After 90 days the gift certificate expires. Gift Certificates are non-refundable. 

Ideally, this service is best suited for adults who are full time employed and paying their own bills (in other words, a teenager or college student who lives at home and doesn't work or only works part-time might be better served with an age-appropriate financial literacy class)

Yes, absolutely! There are so many benefits to a married couple being on the same sheet music regarding finances.

I will not share the details of sessions with anyone (including you, dear Gift-Giver), without the recipient's permission. 

Gift certificates are NON-refundable. Additionally, any session cancelled with less than 23 hours notice is forfeited. 

Gift certificates are $450 for one 15-minute Discovery Session and three 45-minute sessions covering Cash flow management, Savings & Debt reduction.

Step 1: Complete the Gift Certificate Purchase Form below.

Step 2: You will receive an email with a payment link.

Step 3: After payment, I will email you a PDF of the gift certificate, which includes a link to my scheduling calendar for the Discovery Session. Please allow 48-hours for turnaround time.