FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The initial consultation is complimentary (free-of-charge). I collect payment when you schedule your next coaching session. Sessions last approximately one hour. Specific session pricing will be discussed during the consultation prior to scheduling your first session. Session packs are available for purchase; this allows for sessions to be purchased at a discounted rate. Ask me for more details!
- What is your typical process for working with a new customer?
Step #1: Set up a complimentary consultation During this consultation, I will learn about your financial situation. Together, we will establish some short and long-term goals. This is an opportunity for us to get to know one another, for you to determine what you are looking for in a financial coach and decide if I am the one you would like to work with. This consultation can be conducted in-person or virtually. Step #2: Coaching Sessions If you decide to move forward with coaching with me, I can help you schedule your first coaching session. Typically, clients will meet with me more than once; we can schedule any subsequent sessions at the end of each coaching session. These sessions can be conducted in-person or virtually.
- What education and/or training do you have that relates to your work?
Ramsey Solutions' Financial Coach Master Training