Schedule your first meeting with Jose. During this brief Question & Answer session you will have an opportunity to share the financial challenge you would like to address and ask any initial questions you may have. This discussion helps determine if financial coaching is a good fit for you and how it may help your current situation. This session is FREE and normally lasts 15-20 minutes.

Schedule a Discovery Session. This appointment is for a 2 hour Discovery Session where you will receive an assessment of your current financial situation along with some recommendations on next steps and strategies for success with your next financial goal. This session is paid before scheduling and completed homework is required prior to the appointment.

Schedule a Coaching Session. This appointment is for CURRENT CLIENTS already in a paid coaching program. During this session you will check in with Jose to assess your current financial goals and progress.