Sharon's Case Studies
My mission as a personal consultant is to guide you through changes that impact your money life—your money dance.
When financial change happens, your thoughts, feelings, beliefs and behaviors are altered. This is when you need a guide. I am happy to support you through your financial transition with ease and confidence.
I invite you to learn about The Money Dance by reading my client case studies. These profiles describe the financial challenges each client faced and how I guided her growth. Some of the client changes were long overdue (Paper Onslaught, Tax Attack); some shifted relationships (Divorce, Family Crisis, Probate) and some were work-related (Career Change, Retirement).
You can also learn about the steps involved in The Money Dance process.
FREE 15-minute phone consultation
If you want to explore change in your money life, call 650.722.2791 or email firstname.lastname@example.org to schedule your FREE 15-minute phone consultation.
During your confidential phone consultation, we will identify your most pressing financial concerns and what you need to accomplish. I will provide suggestions on how to get started and introduce my process. That’s it. If you follow up, we will have another call to discuss a working relationship.
Sharon Cox, CFP | 650.722.2791 | email@example.com