Our Financial Coaching Engagement
I work with individuals and families to develop an appreciation for the choices they make with their money. Whether you’re mid career, in a family transition, or wish to engage multi-generational members of your closest circle in conversations about money, we’ll explore topics with transparency, honesty, and curiosity—and you will choose the best tools that makes sense for you.
Our Ultimate Outcome? That you learn how to manage your money — instead of your money managing you.
Because all our work together is informal, direct, nonjudgmental, and strictly confidential, we can choose to meet in a variety of ways:
- In person or over the phone
- One-to-one or with your partner or family
- In partnership with a money manager (or I can assist you in choosing a money manager/financial planning professional)
Our minimum engagement is six (6) one-hour sessions for individuals or family groups. All engagements are tailored to the individual or group and are designed around an agreed upon coachable issue.
After we decide we are a good fit to work together, we’ll spend our first official meeting of engagement clarifying our collaboration and the desired outcomes of our coaching work. We’ll create and sign a contract that outlines our mutually agreed upon work, and move forward from there!
For engagements with financial professionals (including family offices or other money managers), our minimum engagement is six (6) one-hour sessions with you, and a minimum of three (3) hours with your investment professional (for nine (9) hours total).
Financial Coaching Core Values
Trust — We both trust each other to share what’s important, actively listen to ensure understanding, and engage in meaningful conversation about what matters most.
Enjoyment — We ensure you gain confidence around your money matters, which is both empowering and fun!
Sustainability — We develop and collect resources, tools, and skills toward creating lasting solutions for future learning and decision-making about money.
Motivation — We are both committed to our financial coaching engagement and its outcomes.
Collaboration — We both actively engage in each session, with shared goals in mind.
Transparency — We both say what is true, obvious, and helpful without distraction or obscuring key details that would prevent an honest/best solution from developing in our sessions together.
To see how Financial Coaching fits into your life Begin the Conversation Today!
Finance Is Personal: Making Your Money Work for You in College and Beyond
"Although some of the most important decisions we make in life are financial, most people rely on their intuition rather than reason. In Finance Is Personal, the authors digest key findings from psychology to help readers leverage their natural style, preferences, and values in order to make more effective and profitable choices. This book will do more to increase young people's financial IQ than any formal course, MBA, or business experience―a must read!"
(Dr. Tomas Chamorro-Premunzic, professor of business psychology at University College London, visiting professor at Columbia University, vice president of research and innovation at Hogan Assessments, and the co-founder of metaprofiling.com.)
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