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1-on-1 Counseling


We understand when talking about your personal finances that it’s... well, personal. It can be a difficult subject to talk about, especially with a stranger.

We get it.

That’s why our personal 1-on-1 counseling is completely confidential.

We’ll sit with you to discuss your goals, challenges, and solutions, while helping to change your stress and anxiety into a hopeful plan for the future.

Here's how it works...

  • First, submit a request for a meeting at and we'll contact you directly to schedule a date, time and location to meet
  • You’ll need to collect and bring these items with you to the meeting:
    • Your monthly income
    • Your monthly expenses
    • A list of all debts, payments, and limits on any credit cards, personal loans, mortgages, auto loans, etc. you may have
    • It’s important to review your credit report prior to the meeting to ensure the credit bureaus haven’t made any mistakes
  • Your personal money coach will reach out to you the day before to confirm your meeting
  • On the day of your appointment, please arrive on time with your information in-hand
  • For your convenience, appointments can be held virtually if you have a computer and webcam available



Together, we can make
your financial goals a reality.