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 contact 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.

Anyone seeking to learn more about financial literacy. There is no age limit — 16 year olds and 60 year olds would both be able to benefit from this material.

This workshop does not discuss how to optimize your portfolio, tax efficiency strategies, or how to plan for retirement. People seeking wealth management services should search for a CFP or other trusted financial advisor.

NO! One of the main goals of this workshop is to connect with people who come from low income backgrounds.

Travel may be available depending on the destination. If the location is beyond 25 miles from the city of Philadelphia, travel fees may apply.

No, a key component of what I am working to accomplish is a human connection with the material and a level of impact that is simply unachievable if I am speaking through a screen.

• A space for the workshop that can comfortably accommodate the attendees and myself.
• A screen or projector large enough for participants to see the slides. I must be able to connect either through screenshare with my phone or through using an HDMI cord with my laptop.
• A Wi-Fi connection I can utilize.

The workshop is specifically designed to be interactive. Participants are encouraged to ask questions, share stories, and engage with the material in a way that connects with them. There are several exercises included to provide opportunities to demonstrate and practice an understanding of the material.

Session one topics include:

• An introductory perspective on the topic of wealth
• Budgeting/Saving
• The Power of Compound Interest
• The Dangers of Debt
• Credit Card Management
• Debt Escape Methods

Session two topics include:

• Necessary mindsets to have when investing
• Investing Basics
• Various Investing Vehicles
• Pros and cons of each investing vehicle

Each session runs approximately 60–75 minutes. This may vary depending on group participation.

If minors are present, whoever booked the session is required to attend or have a responsible and relevant adult (such as a teacher) assigned to attend.

Generally speaking, whoever coordinated the booking is encouraged to attend. At a minimum, they will need to help facilitate the setup.