It all starts with a FREE 15-minute phone consultation. 

1) Email sharon@themoneydance.com or call 650.722.2791 to schedule your FREE 15-minute phone consultation.

2) During our phone consultation, we will determine your most pressing financial concerns and what you need to accomplish.  If you choose to proceed, we will schedule your first phone appointment or, if you are in the San Francisco Bay area, schedule an appointment at your home or office.

3) During our appointments, we will follow this process:     

• keep track of your current situation

• stay focused on the desired outcome
• develop your resources and support networks
• monitor your tasks and timeframes
• develop your accountability

4) Between appointments, you will have direct access to me via unlimited 5-minute phone calls and brief emails. There is no charge for this support.

5) As you move through this process, you will experience less financial stress and more financial ease, less clutter and more organization, less confusion and more confidence, less procrastination and more timely action -- ultimately, more freedom and peace of mind.

6) By the end of this process, your financial concerns should be resolved.  You will be wiser and more prepared to handle any unexpected change that might arise.