Our Booking Process
Step 1: Book a Quick Audit Call
If you are interested in any of our available services and/or programs, or you would like to learn more, I welcome you to book a free 15 minute audit call.​
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During your audit call, our coach will discuss your financial goals and see if Infinity Financial Services is the right fit for you! If you decide to proceed with us, we encourage you to book a Discovery Session.
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You do not have to bring anything to this connect! This is solely to get to know each other better, answer any questions you may have, and provide clarity on what financial coaching is.
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Step 3: Enroll in a Program
During the Discovery Session, a financial coach will discuss with you the best coaching program to achieve your desired results. Ultimately, you will be able to choose which program you want to invest in.
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We offer monthly payment plan options for our "Fix In Six" Program and "The Infinity" Program.
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You can view the full details of our coaching services and programs on the 'Pricing & Programs' page.
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Step 2: Join a Discovery Session
Our Discovery Session is a 2-2.5 hour session where our coach will provide an in-depth analysis on your current finances and offer on-the-spot solutions to help you attain your financial goals.
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You will walk away from this session with clarity on your finances as well as an individualized spending plan that fits your lifestyle.
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This will be a working session and prework will be sent to you prior to the call . We take payments at the time of booking.
Step 4: Achieve your Financial Goals
Whether it is a one-off coaching session or one of our coaching programs, we work with you to achieve Infinite Financial Freedom. You will leaving our coaching sessions with the knowledge and understanding of how to manage your money and have a successful financial future.
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The coaching doesn't end here. Follow me on social media for more financial tips and tricks!