Returning Client Check-In

$225

A Returning Client Check-In is a 1-hour session of private and totally personalized money coaching for returning clients only. During this one-on-one, we review your progress on a financial topic we covered together in a past session, or we delve into a new part of your finances, so you may deepen your financial skills.

Who is this for?

A Returning Client Check-In is designed for a former client who wants additional time to check in on their progress since your most recent session, review their most recent financial leap with me, iron out the details of an advanced part of their finances, or delve deeper into a major financial topic.

These sessions are exclusively reserved for returning clients within 1 year of their most recent session with me. If you would like to work with me for the first time or after more than a year since your most recent session, please book a new "Power Hour" or re-enroll in “CLEAR.”

You set the agenda

Due to limited time, we can cover previously-introduced topics or 1 new financial topic during a Check-In. You tell me what you want to tackle during this session. Possible topics you may choose from:

• Challenges in implementing your new plan and system,

• New questions and interests in advanced or nuanced financial topics,

• Review of a recent financial leap,

• Ironing out the details of an advanced part of your finances,

• Doing a deep dive into optional, financial life upgrades, like credit card rewards or investing beyond retirement savings.

Package includes

• Contextualized answers to your personal money questions

• Exclusive access to the most recent version of the FGL Starter Pack:

  • The Workbook (a suite of Google sheet templates to easily organize your finances and quickly run your numbers),

  • The Retirement Accounts Cheat Sheet (a quick guide to help you choose between various retirement accounts),

  • And The Investing Guide (a digital booklet on how to create investment goals, choose the right tax-advantaged investment accounts, and build a diversified portfolio for long-term wealth).

  • These are lifelong resources: templates, guides, visuals, and calculators on goal-setting, budgeting, spending, debt payoff, credit, and investing in the stock market.

• A customized email with a review of the session and links to the resources mentioned, so you can confidently carry out your updated money plan.

After signing up

After choosing your date and time on my Calendly, you will be prompted to answer a few questions to help both of us best prepare for your session. Immediately after submitting your responses and payment, you will receive an email with information on how to prepare for your session and a receipt of your payment.