Request a Consultation
Click BELOW to schedule a consultation

Hello! Thank you for your interest in working with me. I offer a consultation to determine if we would be a *good fit to work together. We cover your background, your needs, what I offer, and whether it makes sense to work together.


Step 1 – Subject: You are interested in working with me

Click on “Book a Call!”

Step 2 – Select a time that works for you

Step 3 – Follow the directions in the calendar appointment

*Since I only work in the finance and investment fields, I reserve the right to cancel consultations if you fall outside these industries.

*At times, I have a waiting list, therefore the start date of your coaching may be slightly delayed.

Serious coaching inquires only please.

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