Discovery Session

During the 2-hour session, we will dive deep into your personal finances. We'll analyze your current budget, debt repayment plan, and savings strategy. This is the beginning of your financial independence journey. 

Choose one of the following

Happy Businessman
Individual Session

The 1-on-1 individual session lasts 2 hours in person or on GoogleMeet

Romantic Walk in Sunset
Couple's Session

The 1-on-2 couple's session lasts 2 hours either in person or on GoogleMeet

US Army Soldier in Universal Camouflage Uniform
Special Offer

For active duty military, veterans, retirees, and first responders, you will receive a 10% discount. We appreciate your service.

Step 1: 

You must first complete the introductory Session

Download a sample of our financial coaching agreement 

Step 2: 

Fill out the Discovery Forum

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SAMPLE

Step 3: 

Make a One-Time Payment

Happy Businessman

The 1-on-1

Individual Session

Holding Hands

The 1-on-2

Couple's Session

Note: You must make the payment before you schedule the session

Please contact us for the 10% military/first responders discount

Step 4: 

Schedule Your Discovery Session