Congratulations! I applaud your decision to take control of your financial future. I'm sure you have some questions about how this whole process works. Ultimately each coaching engagement is as unique as the person but at the highest level, the path is the same.  The Coaching Life Cycle diagram (click below) demonstrates the general path.

The specific path depends on you. For new clients, I offer a complimentary 20 minute telephone (Zoom, Skype, FT, Google) conversation so we can get to know each other and see if we’ll make a good team. Afterwards, my hourly rate is $125 with a minimum initial commitment of 4 hours spread over multiple conversations within a 6 month time period. During our time together, we will outline your goals, do some prioritization and develop steps to achieve them. This process is iterative and we will break it down into achievable milestones.  On this page I’ve shared some client case studies if you want to learn more.

Schedule an appointment below or reach me by phone. I look forward to talking to you!

Carol’s expertise and accessibility makes the somewhat intimidating ideas of personal finance so much more approachable. I hesitated to dive into it for a long time thinking it would be cumbersome; I wish I had come to her much sooner! It’s exciting to know that the daily financial habits she helped me establish are aligned with my long term priorities and goals.
— Kyle P.
The guidance Carol gives exceeds expectations. It’s more than financial coaching and mentorship — you’ll undoubtedly get your finances on track, but you’ll also feel generally more in control and empowered. I feel supported and cared for all while becoming a better me!
— Kate B.