Operation HOPE

Please select the appointment type to make a booking.

Individual Coaching

During your initial appointment, we will review your income, expenses, and credit report to develop a work plan that will help you reduce your debt, increase your savings, increase your credit score and accomplish any financial goal you would like to accomplish. Requirements for the appointment:

  1. Most recent paycheck slips/stubs for 1 month
  2. Most recent checking and savings bank statements (remove or blackout account number)
  3. Completed Intake Forms (Sent to you after you make the appointment - must be returned prior to appointment)
    ** If you need an appointment at a time not listed, please email me with your specific request.

Duration: 1 hour and 30 minutes

Mini Workshop & Individual Coaching

The first 30 minutes of your appointment will be a financial literacy overview. Afterwards we will review your income, expenses, and credit report to develop a work plan that will help you reduce your debt, increase your savings, increase your credit score, and accomplish any financial goal you would like to accomplish. Requirements for the appointment:

  1. Most recent paycheck slips/stubs for 1 month
  2. Most recent checking and savings bank statements (remove or blackout account number)
  3. Completed Intake Forms (Sent to you after you make the appointment - must be returned prior to appointment.)
    ** If you need an appointment at a time not listed, please email me with your specific request.

Duration: 2 hours

Girl, Get Your Money Right! Credit & Money Management Workshop

During your appointment we will discuss financial literacy and its importance for women, life lessons about money, different types of credit and the importance of budgeting, saving, credit, dealing with debt, EITC & CTC, disaster preparedness, and the steps needed for financial wholeness. Requirements for the appointment:

  1. Intake Form (Sent to you after you make the appointment - Must be returned prior to appointment)
    ** If you need an appointment at a time not listed, please email me with your specific request.

Duration: 1 hour

Couple's Coaching

This service is for 2 people - during the initial appointment we will review both individuals income, expenses, and credit reports to develop a work plan that will help you reduce your debt, increase your savings, increase your credit scores and accomplish any other financial goal you would like to accomplish.
Requirements (Per Person) for the appointment:

  1. Most recent paycheck slips/stubs for 1 month
  2. Most recent checking and savings bank statements (remove or blackout account number)
  3. Completed Intake Forms (Sent to you after you make the appointment - must be returned prior to the appointment)
    ** If you need an appointment at a time not listed, please email me with your specific request.

Duration: 2 hours

Credit & Money Management Workshop

During your appointment we will discuss financial literacy, different types of credit and the importance of budgeting, saving, credit, dealing with debt, EITC & CTC, disaster preparedness, and the steps needed for financial wholeness. Requirements for the appointment:

  1. Intake Form (Sent to you after you make the appointment - Must be returned prior to appointment)
    ** If you need an appointment at a time not listed, please email me with your specific request.

Duration: 1 hour

90 DAY FOLLOW-UP

This appointment is for existing clients only. In this appointment we will discuss what you have accomplished on your work plan, review your FICO TransUnion Credit Report, and review your budget to determine:
A. Where you are in meeting your financial goals
B. What, if any, adjustments are needed for your work plan
C. What, if any adjustments are needed for your budget
Be prepared to share your work plan progress.

This appointment can be via phone, video conferencing, or if time is an issue, you can submit all information via email.

Requirements for the appointment:

  1. Discuss any changes in income, reduced debt, increased savings
  2. Provide proof of savings - recent bank statement
    .

Duration: 30 minutes

Miscellaneous One-on-One

This is an appointment for anyone who needs to meet with me briefly. It could be a client’s follow-up appointment, or for any other reason.

Duration: 30 minutes

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