Be Enlightened.
Be Informed.
YOU are the key to unlocking your financial wellness.
At Key Financial Coaching, my goal is to walk alongside you and create a financial wellness plan that will lead you on the path to reaching your personal financial goals.
A Real Plan: A Written, Pandemic Proof Plan
You CAN Retire With Dignity.
*IN-PERSON and VIRTUAL Appointments*
Unlock Your Financial Wellness
-
30-Minute No Fee Consultation
This meeting will be held in person or via Zoom or Google Meet. I will send you a link to join when your booking is confirmed.
The no fee consultation will cover a variety of information. We'll share a little about ourselves and you'll explain why you're interested in financial counseling, sharing your current situation. Other items we'll discuss include my role as your financial coach/counselor, your role as my client, scheduling and payment procedures.
-
1-Hour Financial Coaching/Counseling Session
Please be prepared for our in-person/virtual counseling session by providing any previously requested information, such as your financial numbers.
We will begin to create a plan for your financial wellness. Honesty is of utmost importance. If you are not comfortable sharing your numbers with me at this time, I will do my best to offer you options without this crucial information. Prepare to be enlightened!
-
