Discovery Call
Join me for a 30-45 minute discovery call to discuss your personal finance goals and challenges. We'll explore your current financial situation, identify key areas for improvement, and see how my coaching can help you achieve financial freedom. This is an opportunity for us to determine if we're a good fit to work together, and for you to ask any questions about the coaching process. Agenda: Introduction & Background, Overview of Current Financial Situation, Discussion of Goals and Challenges, Overview of Coaching Approach, Q&A and Next Steps. Looking forward to our conversation!