Get 1-on-1 Financial Coaching
What to Expect:
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Free 30-minute introductory session
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No judgement, no pressure
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We'll discuss your biggest challenges and most urgent goals
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You'll leave with at least one action step
Investment: $150/hour
Meeting frequency: Monthly, Quarterly or somewhere in between
Common Questions I Hear
"I'm embarrassed about my situation..."
You're not alone. Many Americans live paycheck-to-paycheck
"I've tried budgeting before and failed."
That's because generic advice doesn't work. You have to figure out what works best for YOU and only you
"Can I afford a financial coach?"
Depending on what we're working on, you may save more than my fee in interest, fees, or savings on future transactions. It all depends on your situation and how much work you put into the plan we build together
Bring Financial Wellness to Your Team
What to Expect:
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Free 45-minute financial health strategy consultation
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Custom program proposal
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No cookie-cutter packages
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Pricing for every budget and employee headcount
Ideal for: Companies with 75 or more employees, or organizations that want to help their employees thrive rather than just survive.
Common Questions I Hear
"We already have an EAP..."
EAPs are reactive. Financial wellness is proactive
"Our employees won't participate..."
There are ways around this - such as attaching the sessions to mandatory safety meetings, providing food, and more. We can work together to figure it out for your organization
"How do we measure ROI?"
I'll help you track engagement, retention, and FinHealth Scores®. We can create metrics to track long-term effectiveness
Contact Information
Prefer Email?
Service Area:
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In-person: Jacksonville, FL Metro area, state of Florida, some of the Southeast
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Virtual: Anywhere in the United States
Prefer to Call or Text?
(904) 257-3386
Office Hours:
Monday-Friday: 9:00 AM to 5:00 PM
Saturday: By appointment only
Virtual and in-person meetings available