Free- Discovery Call

Service Description

Not sure if financial coaching is the right next step? This complimentary 15-minute Discovery Call is designed to help you gain clarity and determine if we’re a good fit to work together. ----------------------------------------------------------------------------------------------------------------------------------------------- What We’ll Cover in Your Call 1. Your Current Financial Snapshot We’ll briefly discuss your income, expenses, savings, and any debt — no need for exact numbers, just a general overview. 2. Your Goals & Challenges Whether you want to pay off debt, build savings, create a budget that works, or plan for retirement, we’ll talk about what you hope to achieve and the obstacles in your way. 3. How Coaching Can Help I’ll explain how my coaching process works, the types of strategies we can explore, and what you can expect from working with me. 4. Fit Check We’ll determine if my services are the right match for your needs, personality, and financial goals. If we’re a fit, we can discuss your next steps. If not, you’ll still leave the call with helpful direction. ----------------------------------------------------------------------------------------------------------------------------------------------- Why Schedule a Discovery Call? No Obligation & No Pressure – Just an honest conversation about your needs. Clarity in Minutes – See if coaching can give you the tools and confidence you need. Personalized Connection – Meet your potential coach before making a decision. Free Resource – Even if you choose not to move forward, you’ll walk away with insights.