A Discovery Call is the first step toward achieving financial freedom—and while it can feel intimidating, reaching out for help is a courageous decision. This call marks the beginning of your personalized financial journey, designed to help you take control of your future.

I’m here to guide you every step of the way. All it takes is that first step—contact me today, and let’s start building the future you deserve.

Call or text 540-422-0127 email me elizabethfinancialfreedom@gmail.com

Time Commitment: Typically 30 minutes.

During our call, I will:

• Gather basic information by asking questions about your financial situation, including income, expenses, savings, and debts.

• Identify your financial challenges and opportunities.

• Determine your marital status (single or married)

• Explore whether the Dave Ramsey plan aligns with your goals.

• Discuss what Financial Freedom looks like for you personally and how we can work toward it together.

Let’s take this important step toward creating a brighter financial future!

Time Commitment: Typically lasts 2 hours

This is by appointment only I will set up a date and time that works for you. We will meet at my office.

Purpose of the Session

• Understanding Your Unique Story

• Exploring Your Relationship with Money

• Identifying Challenges

• Exploring Goals and Dreams

Typical Session last about 2 hours.

Where Your Journey Begins

After our discovery call, if you decide to work with me, the next step is to schedule your first full coaching session. This session is called Your Financial Starting Point.

This is where we begin making real changes.

Financial freedom doesn’t happen in one day — it happens step by step. During this session, we will talk about your full money picture, including:

• how you spend and save

• what feels hard right now

• what goals you have for your future

• what has been getting in the way

I will listen, ask questions, and help you understand what’s going on with your money. Then, I will start building a simple plan made just for you.

By the end of this session, you will feel more clear, more prepared, and ready to move forward.

A coaching session is where we turn everything we’ve learned into actionable steps. Together, we’ll create a personalized financial plan that aligns with your goals and values.

This is by appointment only. I will set up a date and time that works for you. I try and keep these sessions at about an hour.

Remember this is a journey not a race. We are going to have to do more than one session depending on your situation.

Here’s what we’ll focus on:

• Building a Financial Plan: A clear roadmap tailored to your unique needs.

• Strengthening Communication: Learning how to effectively discuss money with your spouse to create a united financial approach.

• Establishing an Emergency Fund: Setting up a proper safety net for unexpected expenses.

• Creating a Budget That Works: Designing a budget that fits your lifestyle and helps you stay on track.

• Planning for Retirement: Learning how to invest wisely to secure your future.

• Saving for Your Children’s Education: Preparing for college expenses in a way that doesn’t derail your other goals.

• Paying Off Your Home Early: Strategies to reduce your mortgage timeline and save on interest.

• Building Wealth and Giving Back: Creating a legacy through smart wealth-building and intentional generosity.