My Services:

financial coaching desk, complimentary phone call, desk with calculator and computer, custom coaching packages

Step 1:

Complimentary phone call

Begin your journey to financial empowerment with a complimentary call. This initial phone meeting allows you to discuss your unique financial situation, goals, and challenges with me. Through this conversation, I will better understand your unique financial situation and will provide practical insights to support your path toward financial empowerment. Schedule your call today to start working toward your financial goals.

personalized one on one coaching sessions, packages that include discovery session and multiple coaching sessions

Step 2:

The Discovery Session

This personalized Discovery Session is a 2 1/2 hour meeting where we will thoroughly review your financial situation. We will review your entire financial picture including, assets, liabilities, income, and financial goals. We will cover your short- and long-term objectives, such as saving for retirement, buying a home, or paying off debt. I will guide you through a structured process that includes a complete Financial Review, Budgeting Strategies, Risk Assessment, Goal Setting, Creating an Action Plan, and Q & A Session.

Woman holding a binder labeled "AIO Financial Coaching, LLC". custom designed plans for each client

Step 3:

Pick your Financial Coaching Package

In this phase, I will guide you through the Financial Coaching Package that fits best for you. I currently offer 3-session, 6-session, and custom coaching packages. Each is structured to provide clarity, support, and actionable steps tailored to your individual financial aspirations. I will help you choose a package that best aligns with your goals so that we can embark on a transformative financial journey.