Do I need to know exactly what I need before reaching out?
Not at all. Many people start with uncertainty. That’s okay. The first step is simply having a conversation—no pressure, no commitment.

Is there a cost for the first contact or call?
No. You’re welcome to reach out with questions or to discuss your situation before committing to a coaching session.

Will I need to sign anything before starting?
Yes. If we decide to work together, you’ll be asked to review and sign a simple Financial Coaching Agreement that outlines the process and expectations.

Do I need to bring any documents to my first session?
You may be asked to provide two recent bank statements and, if applicable, a list of current debts. We'll let you know exactly what’s needed once we schedule.

Can I schedule a session for someone else (like my spouse or adult child)?
Yes, absolutely. Just let us know in the contact form and we’ll make sure the process fits your needs.