The first 2 sessions are FREE* for students and anybody who would benefit from financial coaching!
Schedule your first session TODAY!
*I will request a review and/or an introductory email to your graduate coordinator or funding office in exchange for these 2 sessions.
What to expect from these sessions?
Each session will be about 50 minutes and we will meet virtually, via google meet
We both will be doing work outside of our sessions, so we use our session time efficiently
I will give you some documents and/or worksheets for us to work towards your goals
Session 1
In-take session. Get to know you better and your goals, go over the questionnaire available on the scheduling page. Assessment of what goals you would like to work towards (such as improving your credit, paying off debt, budgeting, retirement investment, etc.)
Session 2
Working session: SMART goals and Potential Scenarios. Development of a plan on how to achieve such goals. What are the potential challenges? What does success and exceeding expectations look like for your goal? Lastly, tweaking of the plan to make it sustainable long-term. How could we adjust in case those challenges do present themselves? Reflection time: Does coaching align with your long-term goals?