Bespoke: made or fitted to the needs or preferences of a specific customer (Merriam-Webster). As someone who is very much committed to being A1 in all aspects of my life, being one of one in the financial coaching industry is at the top of my list of priorities. In working with me, you can expect a custom, tailor-made financial plan designed for you and only you. An initial consultation will be held, in person, where you will provide all your financials- all sources of income, all expenses, outstanding debts, etc. We will briefly review the financials and speak in depth about your short and long-term financial goals. After the first consultation, a bespoke budget and financial plan will be created for you, however no advice on investing will be provided as I am not a financial advisor. We will meet monthly, on an ongoing basis (3, 6, 9 or 12 months), to enhance your financial knowledge base, work toward the accomplishment of your goals and track your accountability to the plan that I’ve created for you.

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The monthly check-in includes one 1-hour session where we will be:

• Reviewing what took place the past month (what worked/what didn’t)

• Adjusting expenditures

• Measuring progress towards benchmarks and short-term targets

• Helping rectify unexpected diversions from the plan

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Prior to the completion of our work together, my goal is for you to be F.R.E.E., Fiscally Responsible, Educated and Equipped to manage your finances independently.