Frequently Asked Questions

What is financial coaching?


As a Financial Coach, I work to educate clients on the basics of personal finances. I offer accountability and practical experience. My goal is to empower clients to make smart financial decisions and take responsibility for their choices.

Do you provide investment, tax or legal advice?


I am not licensed to give investment advice. You will need to seek advice from a financial advisor, CPA or attorney.

What if I don't live in Florida?


I work virtually from my office and essentially I come to you through the use of Zoom. Zoom is a web conferencing tool that brings a virtual meeting together in the comfort of your own home.  Once you schedule your session, you will receive an email with the link to join our meeting from your computer’s browser.  

What is your cancellation policy?


If you need to reschedule your session for any reason, please provide at least 24 hours advance notice.

What is your refund policy?


I do not offer refunds for coaching services as I am a fee-for-time service. I promise you will get out of the coaching session what you put into it.

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Clermont, FL

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