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
- 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
- Progress Tracking and Re-planning
- Provide Guidance and Education
*Discounts over 5 hours. **Group coaching of over 5 people receive a 15% discount.