Financial Wellness Coaching Policies

  • Thank you so much for the work that we are going to do together! I hope that the processes that I offer will enrich your life and bring peace to your soul, as they continue to do mine.

    My approach is to ask smart, strategic questions to illuminate your steps to increased financial wellness. Then we can collaborate to put together an ongoing, measurable plan for your financial life. I don't know the specific financial answers for anyone else...I do know the terrain of financial wellness and am honored to be a guide for your process. One of my main goals is to help people match their priorities and dreams with their financial behavior.

  • Cancellations

    Please do give at least 48 hours’ notice if you want to reschedule or cancel your appointment. Casually-missed appointments are charged in full.
  • Payment

    You may pay by Google Pay, PayPal ( or by check in the mail by request.
  • Questions

    If you have any other questions, please let me know. I want us both to have the best possible experience together.