Financial Wellness Pricing Options

Hourly Consultation Options

For us to best understand your needs and serve you, a minimum of 3 hours of consultation is suggested. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.

HOURLY RATE (1-ON-1, COUPLES COACHING/WORKSHOP)

$250/hr

Discounts over 5 hours

 

 

Individuals & Couples: Coaching Package Options

The coaching package is recommended for those who want to take a deep dive into their finances and receive guided support at each step. The package is designed to clarify your current situation and work with you to address the areas of your finances you seek to strengthen.

  Details Investment
Consulting Sessions (phone calls or live stream video) 10 Sessions $995
Diagnosis, Goal Prioritization, & Financial Action Planner Included $0
Financial Education Resources & Step–by-step Worksheets Included $0
Progress Tracking & Re-planning Included $0
Email Support Between Consulting Sessions Up to 10 $0
Personal Financial Plan Report & Updates Quarterly Updates (4) $0