BOOKINGS
BELOW, YOU CAN CHOOSE FROM TWO SERVICE OPTIONS:
Personal consultations
Personal consultations can either be booked one at a time via the “Individual Consultations” option or as part of a five-session bundle called the “Agile Mindset Package”.
Individual consultations should be seen as a sounding board and a first step on your journey of greater financial awareness and targeted problem solving. The Agile Mindset package is a more comprehensive coaching experience designed to bring awareness to your personal financial psychology and to create an actionable plan to move forward with accountability and follow-through.
Whether you invest in a package or in individual sessions, be prepared to be assigned 30 minutes of action-based homework at the end of your session. These assignments will include taking an inventory of your ideas around money and your life experiences with money, bringing together your financial data and more, all of which is reflective information to support you as you move towards achieving your financial goals.
*All sessions once paid are non-refundable. However, we allow all clients to gift hours to friends and family if they make faster progress than expected.
THE VIRTUAL CLASSROOM
Have a group of friends that want to learn how to overcome feelings of financial anxiety alongside you? This is the option for you. The virtual classroom welcomes a group of 8-10 people per session to learn the Agile Money Mindset via a 50 minute seminar and 20 minute Q&A. Learning with others is a great option if you (a) feel intimidated by the one-on-one consultation setting, (b) want to do on-going learning with a supportive network of friends or family, and/or (c) want to lessen the financial commitment per attendee.
Like other appointment types, the virtual classroom will follow the Agile Money Mindset methodology, but keep in mind that you will be sharing your time with others. This group structure can be very valuable to clients who want to part-take in collective learning with their direct support network and to see collective progress in those they care about as well as themselves. But, this structure isn’t for everyone! Learning one-on-one can often mean faster progress and more individualised care. Keep yourself and your goals in mind when deciding what session type may work best for you.
*Booking a virtual classroom session will require a lead from your group who will be booking the sessions and act as the point of payment.