Be One

Money Owner (noun) – a person saving or finished saving for a joy-producing goal.

You are fantastic at what you do. You’re crazy successful, but your finances are holding you back. You want to leave the corporate world and start a new endeavor (or maybe you’ve already left and you need some financial help). You have amazing ideas. You think about what it would be like to have lots of money in the bank. It seems like a pipe dream, you’re not sure how you’ll get there. Money flies out the door and you can’t fathom how. You’re working like crazy. You’re too tired to cook and often order in. Life is feeling mechanical. You need a pause button to evaluate where you are and where you want to go.

You want to be a Money Owner and I want you to be a Money Owner. Together, let’s make it happen.

How does it work?

You schedule a 30 minute session with me to get the following:

• Personal financial coaching on a REAL concern you are facing

• A fresh perspective, with new solutions

• A personal mini-plan that you can put into action – immediately

• We discuss financial life planning

In the Money Owners financial life planning program, we have 3 very efficient meetings:

• Exploration - we discuss your financial life from a bird’s eye view and what most excites and most troubles you

• Vision - we explore deeper into what matters to you most with your answers to The Three Questions and Heart’s Grid and create a vision for you to live

• Obstacles - we come back to your vision of a great life and tackle everything that could possibly get in your way

Pricing:

$200 for 30 minute call, which will be applied to either of the following future services:

• $1,600 for individuals

• $2,200 for couples

$400 per hour for any subsequent consulting.

Schedule a session to see if this is right for you.