Coaching: Financial Freedom, Small Business, Lifestyle Design

Please Note: Coaching services are currently unavailable.

I love to share what I’ve learned with others… and it’s more fun for me when it’s intense, uncensored and focused on results. With individualized coaching, I can help you within a supportive and confidential one-on-one relationship. We’ll focus on just one thing: your success. I will help you evaluate the issue(s), uncover opportunities, identify your goals, create an action plan, and provide motivation and accountability. Because time is money, I make homework suggestions for you to complete before each session.

I can help you:

  • brainstorm ideas and explore solutions
  • become the expert of your own money
  • create your own modifiable lifetime financial plan that can see you from today through retirement (and evaluate various “what-if” scenarios) using readily available personal finance software
  • organize your financial records
  • develop your get-out-of-debt plan
  • learn how to invest in your future without paying expensive broker commissions
  • start a new small business
  • improve your personal productivity and increase your free time
  • simplify your lifestyle
  • craft a spending plan that is in alignment with your interests and values
  • make money management a family affair
  • honor your commitment to yourself, your family, your business, your community
  • think “outside of the box” to uncover new possibilities
  • achieve more clarity and focus to create a sense of direction
  • uncover your passions and turn your passions into profit
  • experience the happy life you deserve

Scheduling Availability: Because spending quality time with my family is my number one priority, I limit my coaching schedule to 5 hours per week. Generally speaking, here’s when I am available:

Monday: 9 AM – 11 AM (MST)
Tuesday: 9 AM – 11 AM (MST) or 4 PM – 6 PM (MST)
Wednesday: 9 AM – 11 AM (MST)
Thursday: 9 AM – 11 AM (MST) or 4 PM – 6 PM (MST)

Pricing By Telephone (includes US domestic, landline long-distance charges):

$90 for 30 minutes
$165 per hour
$590 package: (4) 1 hour sessions

Each coaching session includes an emailed recap and homework suggestions.

If you’d like to schedule a free 10-15 minute “get to know me better” phone call before committing, email me your phone number and indicate when I can reach you. Once we’re both sure that we’d make a good fit for a coaching relationship, I’ll ask you to make a payment via PayPal.

In Person:

I am available for in-person coaching and consulting at your location, worldwide. Rates are available by the hour, by the four-hour half day, or by project and will reflect the scope of the work, the types of challenges faced, and the size of the group, organization or audience. Travel expenses apply. Please email to schedule a free consultation and to get a rate quote.

If you decide that you want coaching, please respond to my pre-coaching questionnaire (included below) and email your responses back to me.

— Pre-Coaching Questionnaire —

Please Note: Coaching services are currently unavailable.

Instructions: Please copy and paste the following questions into the body of your email. Add your responses to the email and send it to me.

1) Please rank the following potential coaching subjects from 0 (not at all interested) to 10 (highly interested):

personal finance and money management =
financial freedom (early retirement / debt-free / free to work only when you want) =
small business =
personal productivity =
life direction, purpose, happiness =
other (please identify) =

2) Please rank the following potential coaching benefits from 0 (not at all interested) to 10 (highly interested):

assessment of your situation =
information and education =
brainstorming assistance =
opinion (subjective) =
sounding board and feedback (objective) =
motivation =
accountability =
other (please identify) =

3) What do you hope to gain by being in a coaching relationship?

4) What issues are you dealing with right now that you want to work on? Please provide some examples:

5) What do you want to create or accomplish within the next twelve months?

6) What do you want to create or accomplish within the next five years?

7) Have you ever worked with a coach or have you coached others? Please explain.

8 ) Your employment status is:

happily employed
looking for work
not working by choice

9) What else do you want me to know about your employment situation?

10 List five leisure activities that you enjoy:

11) Complete this sentence: “If I had a million dollars, I would…”

12) How were you referred?

13) How familiar are you with my blog, The Millionaire Mommy Next Door?

14) Is there anything else you’d like me to know about you?

15) Coaching will only work for you if you’re prepared to put the work in. Coaching is an active adventure. If you aren’t committed to making improvements, then I can’t help you. What is your level of commitment to this process?

16) I am a coach who has a personal interest in financial freedom, small business and lifestyle design issues. I am not a salesperson nor a financial expert. I have no products to sell. (After all, you can’t expect unbiased advice from a salesperson — I learned this lesson the hard way!) This distinction is very important: I’ve learned how to be the expert of my own money, my own time, my own life. My goal as a coach is to help YOU become YOUR OWN EXPERT, too. It’s not my place to dictate exactly how this should be done. Each of us is fully responsible for the choices and decisions we make. To be clear, I am not an investment adviser, financial planner, tax accountant, insurance broker, mental health professional, counselor or therapist. I am offering my services as a coach. Please read Wikipedia’s definition of coaching at: When appropriate, I may encourage you to seek assistance from a licensed professional or adviser. For instance, because I do not offer specific investment or securities advice, I may encourage you to learn more about investing and seek securities advice from a licensed investment adviser. Do you understand?

17) Please list three different dates and times that you would be available for our coaching session. I will then confirm a time with you (by email) before I call. Generally speaking, here’s when I can be available (Mountain Standard Time):

Monday: 9 AM – 11 AM (MST)
Tuesday: 9 AM – 11 AM (MST) or 4 PM – 6 PM (MST)
Wednesday: 9 AM – 11 AM (MST)
Thursday: 9 AM – 11 AM (MST) or 4 PM – 6 PM (MST)

18) What time zone do you live in?

19) What phone number should I call you at?

— End of Pre-Coaching Questionnaire —

Once I receive and review your questionnaire responses, I will email you to schedule our appointment and ask you to make payment via PayPal:

Coaching Options

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