Money Clarity Coaching

Introduction

You are taking the first step to creating greater clarity around your financial decisions.

  There are a few pieces of background information Andrea needs to prepare for your chat. Please answer a few questions about your situation - this will take only a minute or two - to get the ball rolling.

Contact Info

What's your name? *

First

Last

What email should we use to send appointment notifications? *

Now that I have your contact details, I have a couple of questions to make sure your coaching experience is the best possible experience.

Background Info

What is happening in your life/career that you would like to share and that’s influencing or impeding your decisions around money? *

In a couple of sentences, tell me what you are hoping to accomplish from your speed coaching session. *

What best describes how you use financial services

I use mostly retail bank services I have an asset manager for my investments I use an independent wealth advisor for my investments I have a private wealth manager I use a Family Office I do most of my investing online using a Roboadvisor I'm a Self Directed Investor who uses advisors tactically.

Last Step

Here are a few things to note:

1. Scheduling a session
Once you've been through the payment process, you'll get a link to Andrea's calendar. Find a time that works and you'll get a calendar invitation.

 2. Rescheduling
Need to reschedule? No problem. In your calendar invite, you'll see a link to reschedule. 

3. Cancellations/Refunds
Changed your mind and want to cancel? No worries! Just cancel 24 hours before your session & we’ll process a refund within 5-10 business days. No shows and/or cancellations within the 24 hour window are non-refundable.

4. After your session
You will receive as part of your coaching session a one page summary of action item for your consideration.

30-min Money Clarity Coaching with action plan (USD):

Price: $300.00