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.