Service Details
Learn more about our coaching service
Introductory Financial Consultation
Your first step toward financial clarity. Free consultation.
Service Description
This session is your chance to take the first real step toward financial clarity and confidence. It’s not about complicated numbers or judgment, it’s about understanding your money story and creating a path that feels right for you. Here’s how we’ll spend our time together: 1. A Warm Welcome & Safe Space We’ll start by making sure you feel comfortable. This is a no-judgment zone where you can be honest about your finances, even if things feel messy right now. 2. Getting to Know Your Goals You’ll share what’s been on your mind, whether it’s learning how to budget, paying off debt, saving for something important, or simply wanting to feel less stressed about money. 3. Taking a Snapshot of Your Finances Together, we’ll look at your income, expenses, savings, and debt. This isn’t about perfection, it’s about creating a clear picture of where you are today. 4. Spotting Challenges & Opportunities We’ll gently highlight what might be holding you back (like overspending or unclear goals) and point out opportunities that can move you forward. 5. Personalized Guidance We’ll share simple, practical steps tailored to your unique situation. Whether it’s a budgeting strategy, debt payoff method, or saving approach, everything will be explained in plain, everyday language. 6. Your First Action Steps By the end, you’ll walk away with 2–3 clear and doable steps you can start on right away, plus clarity on how ongoing coaching could continue to support you. Need more? Schedule a meeting, lets talk!
Cancellation Policy
Life happens; and we get it. Our goal is to honor both your time and ours so we can create the best experience together. Here’s how we handle cancellations and rescheduling at CLY Coaching: 1. Giving Notice If you need to cancel or reschedule your session, please let us know at least 24 hours in advance. This allows us to offer your spot to someone else who may be waiting. Sessions canceled within 24 hours of the appointment will be counted as a used session and may be subject to a fifty dollar ($50) fee cancellation fee. 2. Rescheduling Sessions You’re welcome to reschedule once without any extra fees, as long as it’s done at least 12 hours ahead. Additional changes are subject to availability and may include a $50 rescheduling fee. 3. Missed Sessions / No-Shows If you miss a session without letting us know or cancel within 1 hour of the appointment, it will be marked as a no-show, and unfortunately, no refunds or credits will be issued for that session and may be subject to a seventy five dollar ($75) no-show fee.. This helps keep everyone’s schedules on track. 4. Coaching Packages For multi-session programs, all sessions need to be completed within the program timeframe to keep your progress steady. Missed or canceled sessions are not automatically extended, but we’ll do our best to work with you if something unexpected arises. 5. Emergencies We completely understand that emergencies can happen. If something truly unexpected comes up, please reach out as soon as possible. We’ll review each situation with compassion and flexibility. 6. Refunds Introductory or discovery sessions are non-refundable. Program or package payments are non-refundable once the program begins. In some cases, partial refunds may be offered for unused sessions if cancellation happens before the program starts.
Contact Details
(832) 356-6578
hello@clycoaching.com