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Choose The Right Plan For You

Individual Foundations 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
Monthly

$125 /month

Financial accountability program for individuals


Month-to-month program

​

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

Individual Coaching
Yearly

$960 /year

One year financial accountability program for individuals


Month-to-month program

​

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

Couples Foundations Session

$525

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
Monthly

$175 /month

Financial accountability program for couples


Month-to-month program

​

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

Individual Coaching
Yearly

$1,560 /year

One year financial accountability program for Couples


Month-to-month program

​

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

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