Discovery Session

Service Description

The 2-hour Discovery Session is a pre-cursor to the Financial Clarity Program and is a deep dive into the WHY behind your decision to seek financial coaching. You and your coach will develop a foundational relationship that will help you set clear goals for your financial future. We will take a look at your current financial picture, and work to develop a structured plan for getting your finances on track. This session is your opportunity to clearly define why you want to pursue financial coaching, what you want to accomplish during our time together, and how we will achieve the results you're searching for. Once booked, sessions can be rescheduled, but not canceled.