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I am changing the financial coaching game.
I aim to be transparent and honest regarding pricing. I charge by time and expertise spent on your plan, not with a fixed fee or % of assets.
We start with a free discovery call to make sure working together would be a good fit. If we move forward, we meet for an extended intake session to review your history and current situation.
Then, I create a personalized financial plan proposal based on your goals. After the first package, we can move to an ongoing partnership and add sessions as needed and as life events happen.
A FEW OF MY VALUED CLIENTS
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