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Where are you located?
I split my time between Los Angeles, California and Honolulu, Hawaii but I happily work with clients in any location around the world. The beauty of the modern age is that screen sharing software allows us to simultaneously view and discuss the information we are working on from remote locations. As of January 2017 I no longer have a physical office.
I don't have any money! How am I supposed to pay you?
The fact that you don't have any money likely means that you are the ideal candidate for a money makeover. Most clients report that despite making the investment to work with a mentor, they magically seem to have more money than they did before. Realistically, getting in touch with money frequently enables clients to find or free up money they didn't know they had. Many clients also find that as their relationship with money improves, their income seems to increase as well. If you are thinking about making a change, this is an investment in yourself that you can't afford to pass up.
How long does it take for my financial situation to change?
Each client is unique and their process will vary. Depending on what your reason for seeking mentoring is, be it debt, overspending, underearning or inability to save, these will determine the length of your path. For some clients this may happen quickly and for others it may unfold over a longer period of time. Most clients begin to see a distinct change in their financial situation within 3-6 months.
Is my financial information confidential?
Absolutely! I maintain a strict confidentiality policy. Any information shared with me is confidential and will not be shared without your express written permission. In addition, I will never ask for account numbers or personal banking information. We will however discuss what types of accounts you hold (credit cards, checking & savings accounts, etc.) as I guide you through your money makeover.
How often will we meet?
It's really up to you! The more we meet, the faster you will see results. In the beginning most clients like to meet a few times a month. Then as you feel more confident and clear regarding your financial plan we will customize the number of sessions needed to keep you on track towards your financial goals. Eventually we may only meet quarterly, yearly or on an as needed basis.
How long is each appointment?
A standard appointment for an individual client is one hour and a standard business or couples appointment is 90 minutes.
Are you a credit counselor? Can you help me fix my FICO score?
Please keep in mind that there is no quick fix to improve your FICO score. As you move forward in your money makeover process we will address your credit issues and design an appropriate plan of action to improve your credit health.
Do you do debt consolidation?
Once you begin your money makeover you may decide to consolidate some debt. We can explore this option together and I will explain how debt consolidation affects you financially. If we feel that it is a good avenue for you, I am happy to recommend a few different debt consolidation avenues.
Are you a financial advisor?
I am a personal finance coach that will guide you through your current money obstacles and help you build the nest egg needed to begin working with an Investment Adviser, Financial Planner, or CPA . I will never steer you towards or sell you any type of investments. Instead, I will explain what everything is, how it works, how it does or doesn't fit into your long term plan, and how to begin investing if you are ready to take the leap. When the time comes that you need a licensed Financial Planner/Adviser to manage your portfolio, I will guide you through the process of finding the person that best suits your goals.
If I make good money do I need you?
Perhaps. Similar to wardrobe styling, just because you have a closet full of clothes, doesn't mean you have anything to wear. If you you think you could improve on spending, saving, or earning, together we can explore ways to make small adjustments that will propel you towards creating a life that is perfect for you.
Can I hire you to work with a family member or friend?
Yes, providing that this person is open to receiving help. If you believe they are ready and willing to receive a money makeover then you may consider purchasing a few sessions for them as a gift.
How do I know if this process is right for me?
It's easy! Contact me for a FREE, confidential, 30 minute strategy session. Just fill out the form to the right!
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"Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy." 
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