Schedule an appointment!
Clients - Please select "Monthly Coaching".
Businesses - Please select "Business Consultation."
- This is a free, 30 minute introductory appointment to answer questions about Perceive Financial Wellness Plans and if we're a good fit for your business/organization.
Individual First Timers - Please select "Initial Consultation."
- This is a free, 30 minute introductory appointment where we cover basics. You get to know me and I get to know you.
Important Things to Consider
- Goals - What do you want to accomplish?
- Questions/Concerns -What do you want to know more about? What concerns you?
- Personal Finances - Job, income sources, expenses, debt, etc.