Herb Minnichhofer, EA

Our personal and business finance coaching services will provide you with the guidance and support you need to reach your financial goals and achieve financial freedom! We start our services with an initial consultation and then from there you can choose to continue another session or join our three month immersion program. Below are more details about each session.

Initial Consultation

Your first visit is a one-hour long consultation covering your financial situation. We will work together to see how we can assist you and create a plan that suits your needs and helps you hit your financial goals. Depending on your financial goals, the initial session may suffice or you may schedule more consultation sessions.

One Hour Sessions

Our one hour sessions will cover basic budgeting concepts you can use in your everyday life. We’ll also answer any questions you have on improving your financial situation.

Three Month Immersion Plan

If you are looking for more in-depth coaching with your finances, our three month immersion plan can help you to stay on track with your finances.

This plan consists of:

• Two one-hour sessions per month, for a total of 3 months
• Hands-on learning about useful budgeting concepts and advanced financial topics that will help you

Once the three months have ended, you can enjoy additional one-hour sessions for a fixed discounted rate.