Frequently Asked Questions

Do I need to prepare anything before our session?
Just basic information (income, bills, credit report if applicable). You don’t need everything perfect — clarity comes from working with what you have.

Is this financial coaching or therapy?
These sessions are practical and strategy-focused. We work on numbers, priorities, and next steps — not emotional processing or long-term coaching.

Do you offer payment plans?
Sessions are paid upfront to keep the process simple and focused. If you’re unsure which option fits best, feel free to ask before booking.

Will you file my taxes during the session?
No. These sessions focus on readiness and planning. Tax preparation is offered separately for individuals and small businesses.

How many sessions do I need?
Most people book one session for clarity. Additional sessions are optional and only recommended if you want further support.

Are sessions virtual or in person?
All sessions are virtual, making it easy to attend from anywhere.

What happens after I book?
You’ll receive a short intake form and confirmation details. After the session, you’ll get a brief recap with your next steps.