Quick Coach

  • What you get:

    • (1) 75 minute telephone call, video call, or visit (if local to King or Snohomish County, Wa) to discuss any money matter and then ask any questions you’d like. You get to pick my finance brain for your benefit.

    • You will also get 30 days of free email support as follow up

  • This is the best if: you need a quick tips to a specific financial question or you are unsure how to handle a money-related issue.

  • This package is available for new clients only.

  • My clients are happy with what they have learned and how they have changed and I would like to keep it that way, so I offer an money back guarantee.

  • You will receive an email from me within three (3) full business days to set up our call.


Short Term coach

What you get:

  • (3) 75 minute telephone calls or video calls. If local to King or Snohomish County, Wa I may be able to meet in person for that first visit.

  • 90 days email support during that time.

  • You will have email access between appointments, to give you full support to make serious progress on a specific area of your finances or on multiple problem areas.

This option is best if:

  • You need coaching and advice on several financial topics such as paying down debt and planning for the future, or better understanding the basics of money management, wealth building and investing. Please note, I am intentionally not a financial advisor, I am a financial coach. The difference is highlighted here.

Sessions may be used any time within 12 months of the purchase date.

My clients are happy with what they have learned and how they have changed and I would like to keep it that way, so I offer an money back guarantee.

You will receive an email from me within three (3) full business days to set up our first call.


Medium term Coaching

What you get:

  • Six (6) up to 75 minute telephone calls or video calls. If local to King or Snohomish County, Wa I may be able to meet in person for that first visit.

  • You also get email access between appointments for a full 180 days, to give you all the tools, mentoring, advice and support necessary to begin catching-up in a financial area where you feel behind, or simply learn about personal finance topics that no one ever taught you.

This option is best if:

  • You know you need to tackle a specific problem area, such as getting out of debt, improving your credit, saving more money, financing a college education, or preparing for early or standard retirement. Please note, I am intentionally not a financial advisor, I am a financial coach. The difference is highlighted here.

Sessions may be used any time within 12 months of the purchase date.

My clients are happy with what they have learned and how they have changed and I would like to keep it that way, so I offer an money back guarantee.

You will receive an email from me within three (3) full business days to set up our first call.


Long term Coaching

What you get:

  • Twelve (12) up to 75 minute telephone calls or video calls. If local to King or Snohomish County, Wa I may be able to meet in person for that first visit.

  • email access between coaching sessions, for you to optimize your finances, work toward building wealth and achieve overall financial security.

This option is best if: You want intensive support and long-term mentoring to reach a specific financial goal, stay on track with money matters, plan for early or standard retirement, or take your finances to the next level. Please note, I am intentionally not a financial advisor, I am a financial coach. The difference is highlighted here.

Sessions may be used within 12 months of the purchase date.

My clients are happy with what they have learned and how they have changed and I would like to keep it that way, so I offer an money back guarantee.

You will receive an email from me within three (3) business days to set up our first call.