• I'm NEW to Beyond the Bank

    • Q&A Call

      15 minutes

      Schedule a free 15-minute phone call to see if financial coaching is right for you. My goal during this no-pressure chat to get to know you, learn more about your financial challenges/goals, and answer your questions about how coaching ...

    • Pathfinder Session

      2 hours @ $249.00

      This 2-hour session is designed to provide you with a cash flow plan for your money that's tailored to your values and priorities - one that will give you a clear path towards reaching your financial goals. All Pathfinder Sessions are h ...