The Financial Coaching Process
1. COMPLIMENTARY CONSULTATION - The purpose of the initial consultation meeting is for me to listen to you and understand your financial situation, where your area of concern is and what your goals are. We then decide together whether or not to move forward with a financial coaching relationship and schedule our first meeting. I will send you appropriate paperwork to complete prior to the first meeting. Based on your needs, I will estimate the number of meetings we need to accomplish your goals.
If we determine you need help in an area I cannot address, I am happy to refer you to another financial professional. I am not affiliated with any other company or individual and I do not benefit financially from referrals. However, I do have an extensive professional network that I have developed over the years. I do not sell any financial products.
2. MEETINGS - The number of meetings needed will vary by each individual client depending on the need.
3. FOLLOW UP MEETINGS - We will schedule follow up meetings as needed.
Financial Coaching Fees
Initial Consultation - 30 minutes - complimentary
I will listen to your concerns about your finances. Once I understand your needs/goals and we agree to move forward with a financial coaching relationship, I will estimate and bill for the initial discovery/analysis fee and we will schedule our first meeting.
PLEASE NOTE: Consultations that are not confirmed by the prospective client 24 hours in advance of the meeting will automatically be canceled. Meetings can be confirmed by the prospective client by email, text or an accepted Zoom invite.
Financial Coaching Fee - $ 200/hour
Financial coaching fees are billed at $ 200/hour for in person or virtual meetings and for time spent in analysis and/or preparation in between meetings.
Payment for initial analysis and discovery is due in advance prior to any work starting and will be estimated and billed immediately following the initial consultation.
Payment for meetings is due 24 hours BEFORE scheduled meetings.
Non-payment within 24 hours before the scheduled meeting results in automatic cancellation.
100% of the meeting fee will be due if there is a cancellation with less than 24 hours notice or if there is a no-show.
Additional in person time or virtual meeting time after the 1st hour will be billed in 30 minute increments at $ 100 each.
You can gift my financial coaching services to your adult child, grandchild, other family member or a friend to help them get started on their way to financial success. Several financial coaching sessions is a perfect gift for any occasion including Christmas, birthday, graduation or the start of a new job.
Also, employers can provide my financial coaching services to their employees as a deductible employee benefit.
I am confident in the value my financial coaching services provide. Fees paid by my clients will pay for themselves due to savings realized as their financial plan actions are implemented over time. Now is the time to take control of your finances. I am here to help!
Fees are payable in advance of our meetings. Your 1st invoice will be sent after the initial consultation prior to our first meeting. Payments are accepted via Zelle or Venmo.
Please call, text or email me today to schedule your complimentary consultation.
mailto:laura@lauramossdudley.com
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