Book an Appointment
*STEP 1 of 3: Read through the FAQ Below.
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For a list of topics I can help you with, click here.
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Scroll down until you see the buttons for scheduling a Zoom, Phone or Email Consultation.
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To reduce no-shows & cancelations, availability is only shown for 1 - 3 weeks at a time.
That's because I've learned that people frequently cancel or don't show up for their appointments when they're scheduled too far in advance.
Therefore, check the calendar to see what's available. If you don't see any dates past 1 - 3 weeks from now, you'll understand why. In that case, you can check again later or sign up for the Waiting List, which is located at the bottom of this page.
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If no appointments are available, it simply means I haven’t updated my calendar. Check again later or join the Waitlist (located at the bottom of the Zoom or Phone booking page).
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The preferred method for financial coaching appointments is Zoom.
Here’s why: On a Zoom call, we can cover many individualized and technical items that we can’t cover on the phone.
For example, I can pull up my budget template, share my screen and we can create & review your budget together.
If you requested a credit report, we can review it together right on the screen.
If you want to work on a debt repayment plan, we can do so right on the screen.
Etc.
If you schedule a Phone Consultation, we’re limited on what we can cover in detail.
We can discuss your questions, goals, etc in a general manner. But it’ll be hard to address specifics without the corresponding tools to refer to, like we can on Zoom.
And some topics are confusing to discuss without visual materials to refer to. Those materials are available through Zoom.
Phone Consultations are still very helpful and effective, but I just want to make sure you understand their limitations.
If you cannot schedule a Zoom or Phone Consultation, then the next best option is an Email Consultation.
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Please schedule a Zoom Consultation so we can review your credit report together and discuss how to improve your credit scores and credit profile.
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Upon scheduling your appointment, you’ll receive information on how to prepare for it.
Or you can click here.
*Step 2 of 3: sEE IF ANY OF THESE APPLY TO YOU.
“I only have questions about my student loans.” If this applies to you, click here.
“I simply want a free credit report.” If this applies to you, click here.
“Help! I’m in need of emergency assistance!” If this applies to you, click here.
“I need to speak to a licensed financial advisor or certified financial planner instead.” If this applies to you, click here.
*STEP 3 of 3: if none of the above apply to you, then choose a zoom, phone, or email consultation below.
zoom Consultation
Zoom is the preferred method for financial coaching appointments. It combines the effectiveness of meeting in person with the efficiencies of technology. We can create and review your budget, review your credit report, create a debt repayment plan, share files and screens and so much more.
After you schedule your appointment, you'll receive an email with information on how to access the Zoom call.
[To reduce no-shows & cancelations, availability is only shown for 1 - 3 weeks at a time.]
Phone Consultation
Phone Consultations are great for people who cannot accommodate Zoom Consultations. We can discuss your questions, goals, etc in a general manner.
After you schedule your appointment, you'll receive an email with details.
Note: Phone Consultations have their limits on the depth in which we can discuss your questions. For the best experience and outcomes, please schedule a Zoom Consultation.
[To reduce no-shows & cancelations, availability is only shown for 1 - 3 weeks at a time.]
Email Consultation
An Email Consultation is a great way to have a financial coaching conversation without having to commit to a specific date and/or time. It’s ideal for people who have limited availability. We can always schedule a Zoom or Phone Consultation later.