$295.00 USD or more

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Private Coaching Strategy Session

1:1 Private Coaching strategy session is the best way to have a clearly defined plan for your financial goals. 


The session has 4 phases 

Define (pre-call): Before the strategy call, you must define your goal in the strategy survey and pre-meeting homework. This goal will be the focus of our meeting. 

Develop (call): Together we will develop a plan for you to accomplish this goal and get clarity on why this goal is important to you. 

Do (post-call): At the end of our call, you will have a clear plan with actionable next steps to accomplish your goal. You will receive your strategy guideline to implement the plan we discussed.  

Debrief (consolidation): After implementing your strategy, you may have questions. This is why the call has a built-in one-month email check-in to ensure you have the confidence to continue implementing the plan successfully. 


PLEASE NOTE that this purchase is non-refundable. Once the transaction is complete, no refunds or exchanges will be provided. We strongly encourage you to carefully review the product or service details before purchasing. If you have any questions or concerns, please don't hesitate to contact us before placing your order. Thank you for your understanding.