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Frequently Asked Questions

How Long Does The Coaching Process Take?

The comprehensive process usually spans two to three weeks. Once your advisor receives all your data, it typically takes around a week to conduct a thorough financial analysis and create a tailored plan. At that point, your advisor will reach out to schedule your meeting.

What if I want to end my coaching engagement?
  • Full refunds are granted for fees paid within 5 days of signing up.
  • Prorated refunds may be granted if you terminate your agreement before the end of the agreed-upon term at the discretion of the advisor, based on services rendered.

To request a refund, please contact your advisor.

Additional Information

  • Refunds are typically processed within 30 days of being requested.
  • Refunds are issued to the original form of payment.


If you have any further questions about our refund policy, please contact your advisor.

Can I really change through coaching?

YES! However, you should only sign up if you are ready to take charge of your financial future.

Our financial coaching meetings will provide you with the clarity and guidance you need to achieve your financial goals. We will help you:

  • Define your financial goals and create a plan to achieve them
  • Develop and implement effective money management strategies
  • Overcome any obstacles that are standing in your way of financial success
  • Build confidence in your ability to manage your money

If you are serious about making a change, then financial coaching is the right investment for you.

Contact us today to learn more about our financial coaching services.

How often do we meet?

After you receive your initial recommendations, your advisor will reach out to you every three months via email to track your progress towards achieving your financial goals. These follow-up emails will provide you with the opportunity to ask questions, get clarification, and receive additional support.

If your life circumstances undergo significant changes during that period, you have the option to request an extra meeting with your advisor. These extra meetings are a great way to get personalized advice on how to adapt your financial plan to meet your changing needs.

Extra meetings are available for a set price of $500.

To schedule an extra meeting, please contact your advisor.

What are the fees for each meeting?

Financial Coaching Pricing

  • Single consultation: $1000
  • New client Onboarding fee: $250
  • Additional coaching session: $500

Ongoing Financial Agreement

The Ongoing Financial Agreement is a great option for clients who foresee the need for multiple coaching sessions.

The Ongoing Financial Agreement also includes the following benefits:

  • Priority scheduling
  • Unlimited email support
  • Various gifts and offers throughout the year

If you are interested in learning more about the Ongoing Financial Agreement, please contact us.

We look forward to helping you achieve your financial goals!