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Let's Find Your next Financial Step

Free 30-Minute Financial Stewardship Consultation

Sometimes you don't need a complete financial overhaul, you need clarity.

This complimentary consultation is designed to help you identify where you are, where you want to go, and what your next steps should be.

What We'll Do Together

During our conversation, we'll:

  • Discuss your current financial situation
  • Talk through your goals
  • Identify the biggest obstacles standing in your way
  • Explore practical next steps
  • Determine which S.W.A.G. resources may best support your journey

Who This Is For

This consultation is perfect if...

  • You're ready to improve your finances but don't know where to begin.
  • You're overwhelmed by budgeting or debt.
  • You've tried before but struggle to stay consistent.
  • You're looking for guidance before investing in coaching.

What This Is Not

To make sure every consultation provides the most value, this is not a full coaching session.

During this consultation, we will not:

  • Build a complete budget
  • Create a personalized debt payoff plan
  • Review every financial account
  • Provide ongoing coaching

Instead, we'll focus on understanding your situation and identifying the best path forward.

Consultation Details

Duration:
30 Minutes

Format:
Virtual (Google Meet)

Investment:
FREE

Availability:
A limited number of complimentary consultations are available each month.

Ready To Take The First Step?

You don't have to have everything figured out before asking for help.

Sometimes the best investment you can make is taking the first step.

Schedule My Consultation

Frequently Asked Questions (FAQs)

Is this really free?

Yes! This consultation is completely complimentary.

Will I be pressured to buy coaching?

Not at all. At the end of our conversation, I'll recommend the option I genuinely believe will best support your goals.

What happens after the consultation?

If coaching is the right next step, you'll have the opportunity to book a coaching session. If another S.W.A.G. resource is a better fit, I'll point you in that direction instead.