Once you’ve scheduled your discovery call through Tidy Cal, you’ll receive a confirmation email with all the details, including the date, time, and the Zoom link for our meeting. Keep this email handy, as you’ll need it to join the call. You’ll also receive a reminder email 24 hours before our call, and if you provide your phone number, you’ll get a text message reminder one hour before we meet.

You will also receive another email from me containing a questionnaire. Please complete it before your discovery meeting. It will give me basic information about which additional questions to ask.

During our Zoom meeting, we’ll discuss your financial goals and challenges and how I can best support you. This relaxed, no-pressure conversation is designed to give you a clear sense of what working together would be like. If we decide it’s a good fit, we’ll discuss the next steps, but if not, you’ll still walk away with valuable insights to help you on your financial journey.

After our Discovery Call, you’ll receive an email from me within 24 hours outlining the coaching package we discussed, along with clear instructions on how to proceed if you decide to move forward. There’s no pressure to choose during our call—I want to give you time to think and process whether coaching is the right fit for you. If you have any questions or need further clarification, feel free to schedule another call or email me. I'm here to support you at your own pace.