Frequently Asked Questions

This coaching is for anyone who wants to get better control of their finances. Whether you're looking to build a budget, manage debt, improve your financial habits, or create a plan to reach your goals, this is designed to provide clear, practical guidance.

This coaching does not include retirement planning, investment management, or tax strategy. If you're looking for those services, I'm happy to refer you to a trusted Certified Financial Planner (CFP).

Yes — and it is highly encouraged. There is no additional cost for including your partner.

Sessions are typically held virtually via Zoom or Google Meet.

In some cases, in-person sessions may be available for clients located near Center City Philadelphia.

The 3-session structure is designed to provide:

• A clear starting point
• Time to implement changes
• Follow-up and accountability

This leads to significantly better results than a single session.

Additional sessions can be booked individually for $100 each if you'd like continued support.

The 3 core sessions are typically scheduled once per month. Additional sessions can be scheduled in between if needed.

Sessions typically last 45–60 minutes. If needed, sessions may run slightly longer to ensure you feel comfortable with the progress made.

It's helpful (but not required) to have:

• An estimate of your monthly income
• An estimate of your monthly expenses
• Any relevant account or debt information

If you don't have everything ready, we can work through it together.

You will leave with:

• A clear understanding of your financial situation
• A realistic and structured budget
• Defined financial goals
• A step-by-step plan to achieve those goals

Follow-up sessions focus on progress, adjustments, and accountability.

Simply fill out the coaching inquiry form to schedule your first session. Once confirmed, you'll receive instructions to complete payment and finalize your booking.

Yes. All information shared is kept strictly confidential. This is a judgment-free environment focused on helping you improve your situation with honesty and clarity.

Yes. Travel may be available depending on the location. For events more than 25 miles from Center City Philadelphia, a travel fee may apply.

At this time, workshops are offered in-person only. The sessions are designed to be interactive and discussion-based, which allows for a stronger connection and overall impact.

The host is responsible for providing:

• A space that comfortably accommodates participants
• A screen or projector for presentation
• The ability to connect via HDMI or screen sharing
• Access to Wi-Fi

The workshop is highly interactive. Participants are encouraged to ask questions, engage in discussion, and participate in exercises designed to reinforce the material.

These workshops are best suited for high school students, young adults, and individuals looking to build a strong foundation in financial literacy.

The material focuses on practical financial skills and does not include investment management, tax strategy, or retirement planning. For those services, I recommend working with a Certified Financial Planner (CFP).

No. The material is designed to be accessible and relevant regardless of background or experience level.

Session 1 – Financial Foundations

• An introductory perspective on wealth
• Budgeting and saving
• Understanding debt
• Credit card management
• Debt reduction strategies
• Introduction to compound interest

Session 2 – Investing Basics

• Investing mindset and principles
• Overview of investment options
• Pros and cons of different investment vehicles

Each session runs approximately 60–75 minutes, depending on group size and participation.

Yes. If minors are present, a teacher, staff member, or responsible adult must be present during the session.

The individual coordinating the booking is also encouraged to attend and assist with setup if needed.