Get to know each other
Talk through your current financial season (high-level only)
Discuss your goals and what kind of support you’re looking for
Answer any questions you have about coaching or any of our resources
Supportive
Informational
Judgment-free
A sales pitch
A deep financial review
A commitment to coaching
If money feels overwhelming or unclear right now, you’re not alone — and you don’t have to have everything figured out before this call.
Sometimes the most helpful first step is simply talking it through with someone who understands.