STEP 1

book a consultation

Our first meeting will be a free 30-minute consultation to discuss your concerns, priorities, and goals. We will look at your current financial picture and address any urgent situations.

STEP 2

create a plan together

If we decide we would be a good fit, and you want to move forward, I will send you some additional forms for homework before our next session. We will spend a session or two developing a plan based on your priorities.

STEP 3

walk the plan together

Once a plan is in place, we will meet on a regular basis to tweak the plan along the way and celebrate your progress towards becoming debt-free!