Coaching Session Structure

Initial Free Consultation:

• Duration: 30 minutes
• Purpose: Conversation designed to focus on you. We’ll talk about your current situation, challenges, and goals. You’ll leave with greater clarity, a realistic perspective, and an understanding of how coaching can help. If it feels like a good fit, we’ll also discuss the Discovery Session as your next step..

Discovery Session:

• Duration: 60–90 Minutes – Paid
• Purpose: A deep-dive session where we map out your current financial habits, values, and dreams. We’ll identify your biggest opportunities and create a roadmap for lasting progress. You’ll walk away with clarity and a plan — and we’ll discuss a coaching package tailored specifically for you (not one-size-fits-all).

Regular Coaching Sessions:

• Duration: 45-60 minutes
• Frequency:  once a month, then monthly as needed.
• Purpose: Provide ongoing support, review progress, and adjust financial strategies as necessary.

Follow-up and Progress Review Sessions:

• Duration: 30-45 minutes
• Frequency: Monthly or quarterly, depending on your progress and needs.
• Purpose: Ensure you stay on track with your financial goals, address any new challenges, and refine your plan.

Example Packages:

• Starter Package (3 Months):
• Includes: Initial consultation, 3 regular sessions, and 3 follow-up session.
• Purpose: Establish a strong foundation for achieving your financial goals.
• Growth Package (6 Months):
• Includes: Initial consultation, 6 regular sessions, and 6 follow-up sessions.
• Purpose: Provide comprehensive support and guidance over an extended period to ensure significant progress.
• Ongoing Support Package:
• Includes: Monthly coaching sessions and quarterly check-ins.
• Purpose: Maintain and build on your financial success with continuous support and adjustments as needed.