Wealth Counseling Session

Service Description

Engage in a single one-on-one session* with me to discuss your financial goals and challenges. Gain insights and personalized strategies to improve your financial well-being including budgeting, debt management, savings, investments, and long-term financial wellness. *A single wealth counseling session is meant to tackle a financial challenge in one 1 hour session and may require you completing some forms and providing some information prior to our session. A successful engagement typically involves 3 or more counseling sessions over 3-8 weeks. The first step in our engagement is me listening in order to fully understand your values, financial challenges, and goals. The second step involves us working together to set up specific actions that align with your values that can address your financial challenges and goals. The third step is us reviewing your progress, tackle any issues that pop up, and revising your goals.