Strategy Sessions are one-on-one, confidential, laser-focused, action-oriented consultations. You’ll come away with new resources, insights, solutions, and direction… as well as clarity on your next steps towards your financial goals.

You will receive:

  • In Person or Virtual Session

  • Expert advice on your financial questions

  • Action plan to organize and keep track of all items discussed during the coaching session

  • Follow up sessions can be scheduled as needed

  • Option to continue ongoing monthly coaching (additional monthly fee)

Hourly Coaching Investment: $297/hour




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