With my support, you will learn

• The step-by-step process to increase your account balances month after month, even if right now, you’re struggling with debt, and can’t see a way out.
• Learn to ditch financial insecurity, kiss goodbye your money worries, and finally feel like you’re in control of your finances, even if someone else has always managed it for you.
• Create a new relationship with your financial advisors, one that is a true partnership and puts you in the driver’s seat with YOUR money. Plus, learn how to save money on fees and brokerage costs.
• Make a plan to clear your debts, and get bankers to pay YOU, instead of the other way around.
• Take secure, giant steps to grow your net worth, and finally start seeing a positive financial future for yourself.

… and we do ALL this, without meticulous bookkeeping!

Are you ready to change your financial world and achieve financial security?

FREE 1-on-1 Strategy Meeting

Maybe you realize you need financial help. And you know you need coaching… but you are unsure which program you need…we can just talk. We’ll get clear on your goals and choose the right plan for you. Let’s explore the right course for your future. We’ll get you prepared to make the most of your next steps.

Stand Alone Sessions – $159

30-minute coaching to answer specific questions and strategies.

Level I Coaching –  $799

Three 1-on-1 Coaching Sessions.  1 hour each. You schedule at your convenience. Get your feet on the ground and headed in the right financial direction so that you can accomplish your goals. Find answers to your financial questions. Establish good routines and financial habits.  Address any financial issues of your choice.

Monthly installments are available upon request.

Level II Coaching – $1,395 

Six 1-on1 Coaching Sessions. 1 hour each. You schedule at your convenience. Take care of all Level I items: get organized, get clear on your goals, get answers for your questions. In addition, you receive one-on-one investment strategy sessions as needed.  Added bonus:  You receive life coaching that helps you address issues of over-spending, financial anxiety, and/or major financial goal achievement.

Monthly installments are available upon request.

Level III Coaching – $2,499

12 1-on-1 Coaching Sessions.  1 hour each held monthly.  Sometimes you just need a financial makeover.  You may also be looking for financial education that you never received elsewhere.  Create your spending plan, get clear on your tax strategies, understand what you own and what you owe.  Break your bad habits of overspending and stressing about money.  Build a plan with clarity to achieve your best life, financial freedom, and responsibility. Twelve sessions create long-lasting habits, focused goal-achievement, and specific training for peace and prosperity.

Monthly installments are available upon request.