Hourly Consultation Options
For us to best understand your needs and serve you, we do suggest a minimum 3 hours of consultation. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.
Hourly Coaching Rate
- Consulting Session
- Financial Education Resources
- Personalized Budgeting Support
*20% Discount over 3 hours. **We do not offer or sell any financial investment products as part of our coaching role; We are 100% loyal to you and your best interests.
Individuals & Couples: Coaching Package Options
For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.
| Details | Investment | |
|---|---|---|
| Consulting Sessions (Phone Calls or Live Stream Video) | 12 Hours | $1,500 |
| Diagnosis, Goal Prioritization, & Financial Action Planner | Included | $0 |
| Financial Education Resources & Step–by-step Worksheets | Included | $0 |
| Monthly Budgeting Support | Included | $0 |
| Progress Tracking & Re-planning | Included | $0 |
| Email Support Between Consulting Sessions | Up to 25 | $0 |
| Full Client Financial Report – Based on your entire finances | Included | $0 |
*1 Hour per Session/Month **Group coaching of over 5 people receive a 15% discount. ***We do not offer or sell any financial investment products as part of our coaching role; We are 100% loyal to you and your best interests.
Individuals & Couples: Ongoing Maintenance / Life Stage Support
The goal of the coaching program is to help you strengthen your finances and gain confidence in your abilities to make qualified financial decisions. We are there if you need a check-in, answers to questions, or support with new financial life stages.
Ongoing Support Rate
- Consulting Session
- Revisit Financial Plan
- Progress Tracking & Re-planning
*Group coaching of over 5 people receive a 15% discount. **We do not offer or sell any financial investment products as part of our coaching role; We are 100% loyal to you and your best interests..