Top 10 To-Dos Before Starting a Financially Successful Business!

Get on the path of financial security, confidence, and independence.

New Client Pause due to Long Covid

Thank you for your interest in working together!

At this time I am not taking on new clients due to Long Covid. Unfortunately I’m unsure of when I will be able to return to work as my symptoms are triggered when I look at screens, which for an online business owner is a problem 🙂

If you would like me to connect with you once I’m back, please fill out the brief form below. If you would prefer to work with a different financial coach in the meantime, below are names of some great financial coaches I’d recommend:

Step One

Schedule a Free Consultation

Set up a free 30-minute call to discuss your financial challenges, wants, and goals. Ask questions and be heard without judgment, jargon, or shame.

You won’t be asked to make a decision on the call, and you won’t be pressured with a “limited time offer.”

I’m here to support your goals and vision—not sell you investments or products.

  • No commissions
  • No product sales
  • No referral fees

Questions? Get in Touch.

Next Steps


Complete the Questionnaire

After scheduling your initial consultation you will be asked to answer questions that will provide context around why you’re reaching out, your goals, challenges, and more.

These questions will help frame our initial conversation, so take time to answer them thoroughly and thoughtfully.


Decide if I’m the Best Fit for You

I won’t ask for a decision on our call; it’s important you take at least a day to decide if you’d like to move forward.

After our call, I’ll email you any resources, referrals, or program details we talked about during our meeting, and, after a mutually agreed upon amount of time—usually 24–48 hours—you can let me know if you’d like to work together.