Common Questions
Scheduling time together
My coaching hours (early morning to late evening) are very flexible to meet your busy schedule, including weekends and holidays. All appointments are over Zoom, Google Meet, MS Teams, Skype, WhatsApp, or Signal. In limited cases, we can also meet in person at a coffee shop or public place of your choosing in Southwest DC.
My Coaching Style
My nonjudgmental and active listening coaching approach is friendly and open. It's all about developing comfort and trust between us. As we get to know one another better, I will occasionally ask professionally challenging questions to help drive action-oriented results. *A signed coaching agreement required.
Fee Structure
My hourly rate starts at $35/hour and up to $80/hour on more complex financial coaching issues. After our free 15-minute consultation, if you decide you want to proceed, I will send you a questionnaire regarding your preferred personal coaching style and basic financial information to better target where I can help. The questionnaire costs $25 and will provide written recommendations on what you can do now and in the future to help your financial situation as well as the number of recommended coaching sessions and costs. Payment for each coaching session is paid upfront. Venmo, PayPal, or Zelle is the preferred method of payment.
*Major credit cards accepted with an additional $2 service fee.
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Strictly fee for service! No hidden fees, no membership required, no selling/promoting financial products.
Introductory Coaching Rates*
Transform Your Personal Finances
I am dedicated to assisting you in achieving your financial goals. Below are introductory package options. Creating a Foundation for Success (three one-hour sessions): to set up a personalized budget, create a rainy day fund, and money management techniques suited for your preferences based on your questionnaire (see fee structure under How I Work tab).
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Coaching for Increasing Savings & Wealth (2 one-hour sessions): After our discussions and reviewing your questionnaire we will learn what your risk tolerance and money management styles are and come up with action areas to help achieve this goal.
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Federal retirement: Before and After: Two one-hour sessions to discuss some of the issues preparing for federal retirement and after you retire.
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*All sessions include initial questionnaire survey, a $25 value, when you sign up for an introductory package above --see fee structure under How I Work tab. Additional sessions may be purchased after introductory package sessions end.
Creating a Foundation for Success: $155 for 3 sessions
Coaching for Increasing Savings & Wealth: $140 for 2 sessions
Federal Retirement -- Before and After: $160 for 2 one-hour sessions