The process generally starts with your inquiry. After a short email or telephone conversation, we will schedule our first meeting to learn a little about you and your financial situation and for you to get to know a little about us. We will answer any questions you may have. We want you to feel comfortable with us because you will be entrusting us with very personal information about your finances and how you handle them. And don’t worry, we probably have helped people in worse financial shape than you, and we have seen people with very high incomes whose finances are a mess and they struggle to make ends meet. We all face the same financial issues. And we all have the same need to learn to follow God’s plan for managing money.

After our initial meeting, we determine if we can help you, and you decide if you would like to work with us. If we agree to work together, we will begin working on a coaching scheduling that is convenient for you.