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Customized packages are available upon request. Please email me at to discuss details.

Coin Confidence Chat

Are you nervous or scared about money? Do you have a concern about a specific financial issue in your own life? In this 30 minute chat, you will have the chance to voice and address any of your financial concerns in a safe space. This is a great session to select if you are just starting to address your personal finances or you have a specific financial issue that comes up. You will leave this session feeling more confident in your ability to take charge and move forward with your finances!

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Learn Your Money Session

In this 90 minute session, we will review your current financial picture and develop a personal finance strategy. Financial goals and what steps need to be taken will also be addressed in the session. Upon completion of the session, you will have the tools and steps necessary to move forward confidently with your money and have a clear vision of where you are headed. You will have the opportunity to ask any questions you have about the action plan put in place as well as any general questions you may have about personal finance.

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Follow Up Calls

These four (4) fifteen minute sessions are designed to help you stay accountable to the plan put in place in our Learn Your Money session. Let’s make sure you stay on track! This is also the perfect opportunity to ask questions or get clarification that may be difficult to craft in an email.

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