The Five Steps of Financial Coaching

Step one: Initial contact. Send me an email to get the process started.

Step two: Information gathering and payment. I will send you forms to fill out and an invoice.

Step Three: Evaluation. I will go over your forms to asses your current situation

Step Four: Appointment. We will set a time to meet for your coaching session. I will give feedback and recommendations.

Step Five: Application and follow up. You begin to implement the plan and recommendations and start changing your legacy. I will follow up as needed.