Do your finances keep you up at night? Are you ready to get out of debt once and for all?
Not sure where your money is going each month?

If you want to get a better handle on your finances and want to improve your
relationship with money for good, I’m here to guide you!

Introductory Session

One free complementary 30-minute introductory session is provided at no charge for everyone. The purpose of the initial consultation is to provide an opportunity to meet one another, to get an idea of the problems you are having so I can make sure I’m able to help you, and to answer any questions you have about financial coaching together. As an added bonus, following our introductory session you’ll receive a copy of my budget worksheet and asset versus liabilities worksheet free of charge.

If you are ready to schedule an introductory session, you can click here to access my calendar. If you are not quite at the point of scheduling a session, no problem – I will be here when you’re ready and feel free to shoot me an email or you can leave a message on my contact page with whatever questions you have.

Ready for a free introductory session?

Effective January 2024, I have discontinued my multi-session programs and have switched exclusively to an individual coaching session model.

Individual Coaching Sessions

Individual Coaching Sessions are led by you on whatever personal finance topics you want to cover. Topics may include: money management basics (bill payment, cutting expenses, savings), advice on tracking income and expenses to design a personalized budget, creating a custom debt elimination plan, establishing an emergency fund, preparing for home ownership or other major purchases, or goal setting for short-, mid-, and long-term goals.

All Individual Coaching Sessions are one hour in duration at a rate of $100 per session. As outlined in more detail in my coaching agreement, a full refund may be provided if after the session you are dissatisfied with my services.

Included in the session cost are individualized written recommendations and/or a list of actionable steps. If any questions come up or you need clarification following a session, additional limited guidance is provided free of charge.

Client testimonial "I was apprehensive at first, I was afraid to share my spending habits, what my monthly expenses were, etc.  My fears were quickly quelled as Phillip has a passion about finances and helping others that cannot be beat. It is beyond refreshing to be able to work with someone that genuinely cares and has your best interest in mind." Allison S.