Fit Finance Coaching

I would love the opportunity to help you work towards achieving your individual or couple’s financial goals. I can help you with an efficient Personal Financial Plan specific to your situation and objectives.

STEP 1

FREE 15 MIN FIT FINANCE CONSULT TO:

  • Review your financial situation.
  • Discuss how I can assist with your long-term financial planning.

STEP 2

  • Pay Coaching Fee.
  • Provide information needed to build your custom Personal Financial Plan.

STEP 3

60 MIN FIT FINANCE COACHING TO:

  • Take a closer look at your financial situation, goals, and concerns.
  • Provide any additional information needed to build a custom Personal Financial Plan.
  • Address any concerns you have.

STEP 4

60 MIN FIT FINANCE COACHING TO:

  • Review your custom Personal Financial Plan.
  • Discuss net worth, goals, and action plan.

STEP 5

TWO ADDITIONAL 60 MIN FIT FINANCE COACHING SESSIONS to:

  • Ensure you stay on track with your financial plan.
  • Assess your progress.

Schedule a free 15-minute conversation on the calendar below or call us at 678-765-9398. If you are not ready to take that step yet, you can assess your finances with our free quiz below.

Fit Finance Quiz