Book a Free 20-Minute Clarity Call
What to Expect on Your Call
No Selling
This isn’t a high-pressure sales call, it’s an information gathering call — a chance for you to learn more about how financial coaching works, learn how it could benefit you and your particular situation, and determine if it’s a fit for you personally and financially.
Compassion and Empathy
I’ve been helping people with their finances for over 20 years. There’s nothing you need to be embarrassed or ashamed about, and you will find no judgment here. So feel free to lay it all out on the table. That’s the only way I can help.
Openness and Transparency
Ask me anything about financial coaching, me or my experience. It’s important that you feel comfortable with someone you’re considering working with. I will also ask you some questions, so that I can get a feel for your situation and make sure that I can help you.
No Pressure
I’ll never ask you to make a decision on the spot, in fact I’d rather you don’t. I want to make sure that you are committed and comfortable with both the financial and time investment financial coaching requires. Once you’re sure, just send me an email and I’ll get things rolling.
“I feel aware for the first time ever.”
“I really wasn't able to get ahead the way I was operating before. I was doing OK, but I was going nowhere really. Money was just flowing through my accounts without me retaining any savings. Now I feel aware for the first time ever. I expected this to be kind of depressing but it’s actually a lot more empowering than I expected!
Lisa J. - Color Consultant