Financial Counseling is a collaborative, educational process for individuals and couples looking to improve their financial well being, establish good financial habits, and achieve financial goals. We meet by video chat.
Who is it for
We meet by video chat to discuss your unique financial needs, and create an individualized financial plan.
This is a free 15-minute consultation for new clients. This will allow us to become acquainted with one another, and determine how I may be of service to you.
This is a full 60-minute counseling session, where we meet by video chat to discuss your financial concerns, and create an individualized plan for your needs.
This is an extended hour and a half counseling session, where we meet by video chat to discuss more complex financial concerns.