Services and Fees

1. I offer a free 15-minute phone consultation. I am available in person, by phone, and through Skype.

2. If you would like to proceed, clients take the Retirement Success Profile, online, 120 (non-threatening) questions.

3. I will assess your profile and incorporate your responses, goals, and needs into our coaching sessions.

Coaching Packages (with Retirement Success Profile)

The RSP ONLY: $75

1. RSP plus 1 hour* $235
2. RSP plus 2 hours $375
3. RSP plus 3 hours $525
4. RSP plus 4 hours $670

*Each ‘hour’ session is 55 minutes.

If you would like to explore and address concerns about your retirement and find the costs unaffordable, please contact me to discuss discounted fees.
Payment is expected at time of service by cash, check, PayPal with checking account, Zelle. (These services are not covered by insurance.)

How many sessions will I need?
That depends on the complexity of your goals and needs. We can discuss and decide together.