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Choose The Right Plan For You

Individual Foundation Session

$395

In-depth financial assessment and budget for individuals


Valid for one month

 

This service includes 3 one-on-one sessions:

 

  • 1-hour financial intake consultation

​

  • 1-hour personalized budget and financial assessment presentation

​

  • One 20-minute check-in*

Individual Coaching

$150 /Month

$375/Quarter

or

$1,200/Year

Financial accountability program for individuals
​

Includes:

 

  • 1-hour financial intake consultation

​

  • 1-hour personalized budget and financial assessment presentation

​

  • Bi-weekly or monthly* check-in calls

​

  • 45-minute quarter review every 3 months

​

  • **3-month minimum 

    commitment for month-to-month plan

Couples Foundation Session

$550

In-depth financial assessment and budget for couples


Valid for one month

 

This service includes 3 one-on-one sessions:

 

  • 1-hour financial intake consultation

​

  • 1-hour personalized budget and financial assessment presentation

​

  • One 20-minute check-in*

Couples Coaching

$200 /Month

$525/Quarter

or

$1,560/Year

Financial accountability program for couples
​

Includes:

 

  • 1-hour financial intake consultation

​

  • 1-hour personalized budget and financial assessment presentation

​

  • Bi-weekly or monthly* check-in calls

​

  • 45-minute quarter review every 3 months

​

  • **3-month minimum 

    commitment for month-to-month plan
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