We'll reach out within one business day
We'll reach out during normal business hours by email or call to find a time that works for both of us. Calls are 30 minutes and happen over video or phone — whatever you prefer.
Bring what feels stuck: spending, saving, debt, or a decision you’re facing. Talk with Sam about a useful next step and whether ongoing coaching fits.
Choose a 30-minute time that works for you. No homework, no prep, and no pressure to sign up.
The consultation is free. Coaching is $250/month for an intended 12-month relationship, or $400/month for a focused 1–6-month engagement. Both include the same support, are billed monthly, and can be canceled anytime. Compare coaching plans.
Pick a Time on the CalendarBook instantly — no waiting for a reply
Leave an email address or phone number. Sam will reply within one business day, during normal business hours.
“He took the time to understand my financial situation and helped me create a financial plan that feels realistic and achievable.”
No mystery. Here's exactly what to expect.
We'll reach out during normal business hours by email or call to find a time that works for both of us. Calls are 30 minutes and happen over video or phone — whatever you prefer.
No agenda, no script. Just a real talk about where you are, what's not working, and what a path forward could look like for you specifically.
Discuss a useful next step and whether ongoing coaching is right for you. The full financial assessment begins in your first paid, 90-minute session.
Phone
Location
Lakeland, FL — serving clients nationwide via video
Sam replies within one business day, during normal business hours. If you don't hear from us, check your spam folder or reach out directly.
Check out the services page for pricing and FAQs, or just reach out directly — we're real people who actually respond.
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