There are several ways that I can work with you. Either on a limited basis that is more akin to consulting or in a traditional coaching format that is for an extended period of time.
Discovery Phase: I offer a free 15 minute phone call to review your specific situation, answer any questions and we can see if there is a fit for both parties.
Consulting: If you have a specific situation that you would like to make sure you have all of the information necessary to make the decision that is best for you, the fee is $195/hour and includes a detailed written summary of our meeting along with a final question and answer not to exceed 30 minutes. So you get 1-1/2 hours for the price of 1 hour.
Financial Coaching: This is a 6-month program that includes 5 weekly meetings to better understand your core values and your relationship with money. Throughout the 6 months we work on details surrounding your income and expenses as well as your balance sheet tracking. The fee for the 6 month program is $1995 for a single person and $2695 for a couple. The outcome will be greater self awareness around your core values, 6 months of tracking your income and expenses with the focus on expenses reflecting your core values and 6 months of tracking your improving net-worth through the balance sheet.
I also do Tax Preparation for my coaching clients. The fee is dependent on the complication of your tax returns and I have found that tax strategies dovetail very nicely with your overall financial health.
Let me know what questions you have.