Description

If you’re facing a financial question or decision and aren’t sure what matters most or what to do next, this comprehensive financial coaching engagement is designed to help you step back, understand how the pieces fit together, and leave with greater clarity on the priorities, tradeoffs, and next steps that fit your situation. It includes preparation beforehand, a 60-minute one-on-one session, and a written follow-up afterward. Before we meet, you’ll complete an intake form covering your questions, goals, and financial picture. I’ll review it in advance so I can understand your situation and prepare thoughtfully. During the session, we’ll work through the financial questions and decisions that matter most. We may organize the key pieces of your financial picture, clarify tradeoffs among competing priorities, and identify practical next steps that fit your situation. After the session, you’ll receive a written follow-up with key takeaways, priorities, and specific action items, along with relevant worksheets or materials when helpful.