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 As a Money Coaching client, you have secure, privileged access to the private client area within my website that provides you with certain content, resources, and tools that when used, support you in making the most out of coaching. 


In this secured, confidential area you will be able to:


Access my calendar to view, schedule or reschule appointments

Record and check progress on your goals

Prepare for each coaching session

Evaluate your coaching experience

Review the terms in the Coaching Agreement

Monitor payments

Access Resources (programs, recordings, other services, etc.) 




  1. Click "Login" to enter your user name and password.
  2. Click on the "Forms" menu to access and complete the Welcome Packet Forms, Client Profile, Discovery and Goals.
  3. Click on the "Agreement" menu and review our coaching agreement. Please print a copy for your records.
  4. Click on the "Calendar" to schedule your appointments with in the designated block of "Available" time according to the terms of our coaching agreement.
  5. Payments can be made online through my secured payment processing options.




 On-Going Visits:

  • Access to the Call Strategy Form – the day before each coaching appointment, you will receive an email reminder.  At the bottom of this reminder will be a link for you to access and complete the call strategy form.  

Benefit:  maximize the effectiveness of our time together.

  • Access to the Calendar – at any time you can review the calendar for upcoming appointments, and/or reschedule appointments.  I’ll be notified immediately if any changes are made to existing appointments, so help yourself if you need to change any appointment information.  

Benefit:  no email tag/phone tag to move appointment dates/times.

  • Update Forms – at anytime during our coaching process you can update your information on any of the forms within the system.  

Benefit – I, as your coach, will always have the latest information to fully support you in achieving your goals.

NOTE:  be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.

Should you have any questions refer to the FAQ's page of my website  or contact me via email.


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