Gain the financial strength to do what's important to you
Schedule a complimentary call & start your financial journey
The purpose of this call is to ensure that we are a good fit. We will discuss your financial journey. Specifically, what brought you to Cash Flow Fitness, where you are now financially and where you hope to go. This will also be an opportunity for you to ask me any questions you might have.
If you're unsure if this is something you want to move forward with, scheduling the consultation is free and easy to do. I will follow up with you after the call, at a mutually agreed upon time, where you will let me know if you would like to move forward. There are no strings attached and no pressure applied.
jon@cashflowfitness.com
What happens after you schedule?
After scheduling a consultation, you’ll receive a standard email from me detailing what to expect from that call. I’ll also provide a topic discussion guide to help us make the most of our time.
If we are a good fit for each other and you decide to sign up for the coaching program, then I will send you a client agreement, followed by an email with instructions ahead of our first coaching session. If you decide to sign up for MyBudgetCoach, then I will reach out in the software after you create an account.
I also use the FCN financial coaching process, which provides a proven framework for helping clients achieve their goals and which I have then customized to meet the unique needs of my exact clients.