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So you read about my budget coaching services, feel as though we might be a match made in heaven, but want to be sure that coaching is the right next step for you?

Let’s hop on a complimentary Discovery Call!

This call will help determine if we’re the right fit for each other and if these coaching services best suit your needs and challenges.

Schedule a Discovery Call!

If we turn out to be a good fit for one another and you choose to move forward with coaching, we’ll go over the next steps and get you started on the onboarding process.

What happens if we’re a good match?

This Discovery Call will be a short 30-minute Zoom conversation to discuss:
• Your current financial situation
• Where you want to be financially
• What challenges are hindering you from accomplishing your goals
• What you would like to get out of coaching if you choose to work with me

I’ll ask you specific questions about your main money goals to help us both discover where you might be stuck and how my coaching may be different from anything you have already tried.

Note that this is not a coaching call, but instead a casual conversation about where you want to be financially and whether coaching can help you get there. 

How will this Discovery Call work?


Click to APPLY

You seek accountability and support as you shift your finances via a budget

You have the time to stay the entire duration of the call in order to answer questions and discuss your goals

You’re ready to invest in yourself (no matter how scary) and want to verify if coaching is the right investment for you

You’re ready to take consistent action towards your vision/goal

You’re looking for a strategy that will help you uncover what’s hindering you from progressing financially and how to move past it

You have a vision of what you want your financial future to look like, even if it’s not totally clear

You do not know what you want your financial future to look like

You are not ready to commit to taking consistent action towards your vision/goal

You do not have the time to dedicate to your goal if you decide to move forward with coaching

You want someone to tell you exactly what to do *You must learn how to take strategies/processes and apply them to your finances. It is a disservice to you if I act as your crutch.*

You view coaching as a replacement for therapy and counseling

You are looking for specific financial advice, such as what to invest in

This discovery call is right for you if:

This discovery call isn't right for you if: