Pennywise

Discovery Call

45 Mins
Let's schedule some time together by phone or video conference to get to know each other a bit and see if we are a good fit to work together. I'll learn about your struggles and goals, and you'll learn about my financial coaching program. After you pick a time in your confirmation you will see a Financial Overview. Please complete this ASAP or at least 24 hours before our appointment. If you're a part of a couple, we ask that you both attend this meeting. You're officially now one of my "Wise Guys", a loving term I call my tribe of people working towards becoming Wise with money! Don't let the term offend you.

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