Frequently Asked Questions

How long does it take to go through the workbook?

Since the workbook is entirely self-paced, that is totally up to you! I recommend carving out about an hour to work through it. If possible, try to complete each section in its entirety at a time.

What format is the workbook in and how do I use it?

The workbook will be delivered in a PDF format and it can be used either by printing it out and writing manually or by typing in the editable boxes on the computer.

How do I schedule my coaching session?

Once you purchase the Chart Your Year deep dive planning session and personalized roadmap, you’ll receive an email to download your workbook and a link to schedule your 90-minute session. The workbook is due at least 48 hours before our call, so be sure to keep that in mind when scheduling! After our coaching session, you’ll receive your personalized PDF via email within 48 business hours.

How should I prepare for our Coaching session?

You will complete and submit the included workbook at least 48 hours before our scheduled session in order for both of us to be ready to take off running toward the direction of your exciting goals. This prep work is the heart of what makes designing your custom roadmap possible!

As for our session, make sure that you have carved out that time to be free from distractions, in a space where you won’t be interrupted and where you will have strong cell reception. A way to take notes can be helpful at times, but please do not allow that to impede your participation. There are times when we’ll be consulting your workbook, so keep that handy. Have whatever you need around you: a glass of water, a candle, whatever will help you feel grounded and ready to work.

What if I buy the DIY option and decide I want a coaching session after all?

Not to worry! You will have until January 4th, 2019 to email me at, letting me know that you wish to upgrade. I’ll send you an invoice with the difference and once that is paid, we’ll schedule your coaching call for some time in January. After your session, you’ll receive the personalized PDF that comes with the full experience within 48 business hours.

What is your refund policy?

For those who choose the DIY route, because of the electronic nature of the workbook, I am unable to offer a refund after your purchase is complete.

If you choose the full experience, you may receive a partial refund for the cost of the coaching session and follow-up PDF ($127) if you decide to cancel prior to your coaching session. Cancellations must occur prior to January 31st, 2019. Once the coaching session has occurred, no refunds will be given.

Still have questions?

You can email me directly at with any additional questions you have!