We will call you to discuss your current financial concerns, your financial goals, and why you might need coaching. We know that it’s important to be comfortable with and confident in your coach–finances are very personal! If we can help, we’ll let you know. If your unique situation warrants someone with a different area of expertise, we’ll also let you know — and do our best to refer you to someone that can help. We’re here to act in your best interests, even if that means we’re not a perfect fit.