Package and Pricing Options

All programs are customized to address your specific needs and goals and we offer flexible pricing and package options to suit most situations. On this page you will find the resources and support provided at each coaching level.

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

$75hour
  • Understanding your financial situation and financial goals.
  • Diagnosing your situation; provide financial education & guidance.
  • Provide business coaching for business owners.

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) 3 month 8 sessions Contact us
Consulting Sessions (Phone Calls or Live Stream Video) 6 month 12 sessions Contact us
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 15 $0
Personal Financial Plan Report & Updates 1
In-person surcharge rate 15%

*Group coaching of over 5 people receive a 15% discount.

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

$75hour
  • Progress Tracking and Re-planning
  • Provide Guidance and Education

*Discounts over 5 hours. **Group coaching of over 5 people receive a 15% discount.