Introductory & Discovery Sessions

Free 10-Minute Consultation (10 min)

This Free introductory session gives you the opportunity to experience our coaching approach and see how personalized financial guidance can support your goals.

In a short, focused meeting, we’ll discuss your current financial situation, challenges, and what you hope to achieve through coaching.

You’ll get a clear overview of our process, the types of services offered, and how we can work together to build a plan tailored to your needs.

By the end, you’ll have a better sense of what to expect and how coaching can help you take the first step toward financial clarity and confidence.