Free 30-Minute Consultation call
This is where the journey begins. You will start with a brief questionnaire so we can learn more you and your family. During the appointment, we will discuss the goals you would like to accomplish so you can select the service that is best for you. Click here to book your appointment!
3-Month Coaching (6 Sessions)
$450 or 3 payments of $175
Over the next 3-month we will work together to understand your finances and develop a long-term plan. Bi-weekly meetings as well guidance in helping you develop your own budget developing your goals. Access to accountable network for 1 year to keep track of your financial goals.
2-Hour Assessment (One-Time)
You have basic knowledge but would like to better understand your budget. Provide me with your income and expenses. We will walk through the steps so you can learn how to start to plan your finances. Access to accountable network for 1 year to keep track of your financial goals.
Group Coaching (4 sessions-No Consultation needed)
$75 per person
During group coaching, you will go through a budget boot camp. We will dive into the basics of understanding your finances and personal goals over a four week period. Great for a group of friends or family. Access to accountable network for 1 year to keep track of your financial goals. Email firstname.lastname@example.org to set up your group.
Money Management 101 (No Consultation needed)
$10/person (minimum 5 people) or $50 1-on-1
Don’t understand the basics. We will go through a crash course of money management basics from budgeting to ways to improve your credit score. Click here to book your session here.