What happens during a coaching session?
During your first coaching session, I gain understanding of your unique financial situation. We discuss your goals and priorities so I can provide relevant information and education. Written recommendations will be provided within 3 days following the session.
Where do you provide coaching services?
Anywhere technology is available, via Zoom Video Conferencing and/or a local coffee shop for those located in Bismarck-Mandan, ND area who want a face-to-face meeting.
How do I set up an appointment?
When we agree to do business, I will send an invoice for payment. Once payment is received, I will send an informational form for you to complete and return to me. When I receive this form, you will be able to make an appointment online that fits your schedule.
How do I pay for coaching sessions?
I accept payment by check or on PayPal. If paying by check, expect at least 1 week for clearing before I send informational forms.
How much do you charge for coaching sessions?
15 minute consultation - Free
New clients - $125 for first session
Returning clients - $100 per session
Financial Peace University attendees - $100 per session
3-Session bundle $300
What is your cancellation policy?
I offer grace with accountability with regard to cancellations. Appointments may be rescheduled prior to original appointment time with no fee. Cancelled appointments or “no-shows” will not be refunded. Refunds will only be provided for appointments cancelled due to uncontrollable situations where client is unable to reschedule.
How long are coaching sessions?
The initial consultation session is 15 minutes long. Paid coaching sessions are 1 hour each.
How and when can you be reached outside of appointment times?
I can be reached anytime by email at pathways356@gmail.com. I will do my best to answer email correspondence within 24 hours, Monday through Saturday.
How will I receive information from you?
I will correspond with you via email using the email address you provide me. This includes sending links to payment, calendar and session information as well as recommendations and helpful articles, websites, etc.
Do you sell investment or insurance products?
No. I can however refer you to trusted, knowledgeable advisors who can assist you in these specialized areas.