Complementary Meet & Greet

This is a complementary 30-minute introductory Zoom meeting where we will get to know each other and discuss the challenges you are facing.

Is this you?

Do you want to transform your relationship with money?

Are you ready to stop worrying about money and feeling like you’re just “getting by” in life?

Are you ashamed of your current financial state and ready for lasting change?

Do you wish you could speak to someone who has walked in your shoes?

You don’t have to go it alone like I did for so many years. And you don’t need to wait until you make six figures or reach the height of your career to take action.

A lot of advisors and planners only work with the affluent, but I know that the best time to get your finances in order and have a solid plan is when you are young, at the start of your career, and well before you make a ton of money. 

New to coaching?

I offer single-session money mentoring, as well as my intensive ten-session coaching package. Before purchasing either, schedule a complementary money chat with me to discuss your needs. 
Book a Money Chat now

  • Free

Complementary Meet & Greet

  • Coaching session

This is a complementary 30-minute introductory Zoom meeting where we will get to know each other and discuss the challenges you are facing.

Frequently Asked Questions

Have a question that isn't listed here? Just email [email protected].

What tools are required for coaching?

All sessions will be conducted via Zoom. Therefore, you will need access to a computer with camera, zoom software, speakers, and a microphone. You will be given two workbooks, one PDF and one Microsoft Excel. The ability to use both types of files is required. 

How much time does coaching require?

Money Chats are 30 minutes, whereas all other 1:1 coaching takes place over 60 minutes. The Intensive Coaching package includes 10 sessions which can be conducted over 12-26 weeks.

Will I learn how to invest in the stock market?

Coaching will guide you through the process of developing a vision-driven financial plan including objectives, goals, and a roadmap for execution. Resources are provided to understand how to invest and the various options. Detailed stock market or investing advice (e.g., what funds to buy) is not included.

What is financial planning?

Financial planning can encompass a lot of topics, including tax planning, estate planning, insurance, and investing. Wealth Begins Within covers the core fundamentals of financial planning including analyzing net worth, examining cash flow, setting financial goals, building short-term savings, determining retirement needs, and paying down debt. For most people, these essential components are all they need to start building wealth. If you need further support beyond this (like portfolio management), I can refer you to a trusted advisor. 

Do you offer refunds?

No, refunds are not available for coaching packages or services.