Consultation Details

NOTE the financial and strategic plans that will be discussed and given to you during this meeting is not guaranteed if you do not follow the plans as written. 

I will allow a 10-minute grace period, anything after that will result in a $35 inconvenience fee and your consultation will result in cancellation. You will need to book for another day. Remember this is your designated time slot and extra time will not be given so to avoid not being able to receive all the information to help improve your finances please be on time and prepared.

If you need to cancel, you have 24 hours before your scheduled consultation to do so. If you cancel after the 24-hour period, you will be charged a $35 inconvenience fee. Book wisely.

In the event of a no call no show you will be charged the FULL PRICE of your consultation plus a $35 inconvenience fee. Communication is imperative and other peoples time should be respected. So please honor your commitment.

  PLEASE have the following information ready:

• Total monthly income with only your minimum monthly hours (80 hours if full time or roughly 30-35 hours if you are part time)
• List of all essential recurrent bills with due dates
• List of all debt with a balance and balance total
• List of extra money that will be coming in within the next few months and amounts if applicable (such as income taxes, settlements, school refunds etc.)
• List financial goals in detail

If you do not show up to this meeting prepared with everything listed above and have it available and within reach this will take time away from your consultation and receiving all the necessary information needed to improve your financial journey. If we go over your booked time you will be charged an extra $2 for every minute you go over. I take my time very seriously and so should you so please book for the correct amount of time and plan for any questions you may have into the amount of time you book.