Our Services
Free Consultation
15 minute virtual conversation to decide if financial coaching is right for you.
1-Hour Coaching Session $220
One full hour of coaching allowing you to get specific money questions answered.
Prosperity Program $599
Three one-on-one coaching sessions to
1) Discuss your goals and financial priorities
2) Review a customized financial plan
3) Check progress and answer your follow-up questions
Full Client Relationship $1,250 (Annual)
Up to 10 meetings per year
Unlimited emails
Full service financial planning tailored to you
Discuss your goals and financial priorities
Review a customized financial plan
Ongoing accountability meetings to inspire progress
Availability is limited
Coaching sessions and consultations take place virtually using zoom. A link will be sent to you prior to your appointment.
Services Help
Not sure which service to choose? Schedule a free consultation to discuss.
If you want coaching but aren’t sure how many sessions, book the one-on-one session for now. If you eventually need more than one, you’ll receive the same volume discount as the 3- session program.