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 |