FREE 15-Minute Compatibility Convo (1:1)

Service Description

During this 15-minute compatibility call with Shannon, the idea is to get to know one another a little bit. The chat will be welcoming and professional, creating a comfortable space for the potential client. This conversation allows the client to share their financial goals and challenges while I provide insights into my coaching style and philosophy, ensuring a mutual understanding of each other's expectations and approaches. This call is specifically for 1:1 coaching, which includes everything offered in group coaching—like resources and guidance—but with a personalized approach tailored to your unique situation. Together, we’ll create a plan designed just for you, offering one-on-one support and strategies to help you reach your financial aspirations. It's more than a simple assessment; it's an opportunity to build rapport and trust, leaving you feeling understood and excited about the potential of working together to achieve your goals.