Services
Choose the support that’s right for you. Whether you're looking to get started, stay motivated, or build long-term money confidence, there’s an option for every stage of your journey.
Financial check up
Wonder where your money goes every month? Let your coach help by providing the real answers to how your current money habits are failing you and what to change about them.
Includes a review of your current spending, questions to ask yourself, and an explanation of your figures.
Initial assessment
Start your Financial PT journey here. Sit down with me while we go over your finances, discuss what you want to achieve, what you want to learn, and begin making a plan to get you there.
Includes a financial check-up, overview of the Financial PT curriculum, discussion about your money habits, and where you want to get to.
Coaching session
Following either the Financial PT curriculum or answering questions you've always wanted to know, build your financial confidence and literacy here.
1-hour lesson, live or remote.
Check-in
Have a short catch-up with me to answer small questions, talk about your progress towards your goals and motivate you to keep going.
30-minute meeting or call