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90 minutes per session
Our coaching sessions are comprised of the following elements*:
Discuss and establish a solid understanding of your financial perspective(s), needs, and goals.
Analyze your current financial picture (budgets, expenses, etc.) and identify any areas of possible adjustments/improvements.
Talk through and agree upon possible strategies to consider in order to address and meet your financial goals.
Formulate an ongoing plan of action to ensure your goals are consistently aligned with our strategies.
*Each coaching relationship is tailored to each individual (or joint) clients. The overall structure of the relationship and strategies used may vary, depending on client needs.
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