Deep Dive Discovery Call
Personal session tailored to YOUR financial goals.
About this Service
This in-depth session is designed to explore your financial goals, challenges, and opportunities. We’ll dive into your current financial situation, discuss areas for improvement, and outline a personalized action plan to move forward. This call is the first step toward gaining clarity and confidence in your financial journey.
Cancellation Policy
Scheduling: Sessions must be booked at least 48 hours in advance through the online scheduling system. Payment: Payment is required at the time of booking for paid sessions. Free audit calls do not require payment but must still be scheduled in advance. Rescheduling: You may reschedule your session up to 48 hours before your appointment without penalty. Rescheduling less than 48 hours is not permitted. Cancellations: Cancellations must be made at least 48 hours in advance to reschedule. Late cancellations may not be eligible for rescheduling. Refunds: Refunds will not be granted at this time. No-Show Policy: If you miss your session without prior notice, the session is considered used and is non-refundable. Technical Issues: If technical difficulties occur, rescheduling may be offered at our discretion. Late Arrivals: If you arrive late, the session will still end at the scheduled time. If you are more than 15 minutes late, the session may be forfeited at the coach’s discretion.