FAQs

When can I book my powerful coaching conversation to see if we are a good fit? Please take a look at my schedule to see what aligns with yours. *If you don’t see a time slot available, please let me know and we can work something out.*

What is your coaching philosophy? In the great words of Henry Ford, “Whether you think you can or think you can’t, you’re right.” I will do 3 things: 1) understand your objectives, 2) provide information, and 3) instill hope (where you may think there is none).

Where can we meet? The 1st appointment should be in-person. I have a desk space and have access to conference rooms for privacy. I am also open to meeting you at your home or an agreed upon public place. Zoom is an option.

Why would I want a financial coach? To have a third party discuss personal finance issues with zero judgment. To understand tendencies and emotions behind saving and spending money. To improve your overall financial literacy and increase your financial success.

What is the length of commitment to work with you? Minimum 12 months

Why do you charge? I am a results-based coach. Your investment in me means I will be more invested in you achieving your goals.

If I am married, does my spouse need to be present at the coaching sessions? Yes, all parties need to be present at the coaching sessions.

Why do you have a coaching agreement? I have a coaching agreement so that you understand how committed I am to helping you with your goals. The agreement holds you accountable to what we discussed in the consultation.

What certifications/qualifications do you have? I have completed thorough training through Ramsey Solutions’ Financial Coach Master Training.** I have also completed their accelerator program with the official title of Ramsey Preferred Coach** and receive ongoing coaching / guidance myself to better serve my clients.

**Note – Completion of Ramsey Solutions Financial Coach Master Training and the Ramsey Preferred Coach designation does not create an employment or agency relationship with Ramsey Solutions or its affiliates; it does not constitute a license or credentials to engage in legal, tax, accounting, investment, or other professional services; nor does it constitute an endorsement or recommendations of the Coach by Dave Ramsey.**