Tax & Coaching for Individuals and Business
      

6 Hours of Coaching

 Dream Session 

• Future thinking for your financial situation
  
  • You will receive a unique vision of your dream life.
    • Where you get focused on the life you have always imagined.

 Financial Session

• You will receive a specific plan for your unique situation.
  • Feel confident you can win with money.
• Learn how to create a budget.
• Couples: Learn how to take the “fight” out of money.
• Objective advice
  • I do not sell insurance or financial products.
  • Trust you will receive advice without a “future” sale.

 2 Follow-up Sessions

• Help keep you accountable
  
• A support system for your money dreams