Financial Coaching Session + Membership

$25 / Month + tax

1-Hour Coaching session (valued at $150) included with Membership

Yes, you may bring your spouse/partner with you to the meeting free of charge. In fact, we encourage it!

Payment Details:

Enter your Email Address, Full Name, Password and Payment Information.
An email receipt will arrive from Kajabi.
Purchase means you receive the time allotted. You will not receive any refund for unused time at the end of the session.

What Happens Next:

Following payment, you'll be taken to a new page to schedule your Discovery Coaching session. Your Zoom session is not confirmed until payment is made.
Download your Elements® Prep Worksheet and start gathering your data at least 48 hours prior to our session (you'll receive instructions via email).
You'll receive a reminder email 2 hours prior to your scheduled session.

Cancellation Policy:

What happens if I'm late or accidentally don't or can't show up for a scheduled session?

I'll wait up to 15 minutes into the session. If you haven't arrived, you'll have forfeited your session.
To avoid a forfeited session you must notify me via email at least TWO HOURS in advance of the scheduled session.

Now let's get after it!

$26.81 USD

Every month

I have read and agree to the terms and conditions of this page as follows:

Sales tax is automatically included in your subscription. Cancel anytime.

I agree to receive the following services for payment and I agree to the terms below:

Access to Membership and a 1:1 Financial Coaching session with a CFP® professional (Charlie).
I agree to complete the required prep work questionnaire at least 48 hours prior to my session.
I agree to make notification via email at least TWO HOURS in advance of my scheduled session if I'll be running more than 15 minutes late or if I need to cancel. Otherwise, I agree to forfeit my session without refund.

If ongoing Financial Planning Services are requested from Charles Michael Financial LLC, you will receive a separate contract to sign along with any appropriate disclosures (Client Agreement, Form ADV Part 2 Brochure, Privacy Policy).

This membership is not a 1:1 relationship. The user agrees that they have read, understood and agreed to the "Privacy Policy", "Terms of Use" and "Disclaimer", all of which are linked at the bottom of this page. Now let's get after it!