Ways we can work together...
Most of our sessions are conducted by telephone. Your session is an opportunity to get the lay of the land regarding your financial picture. We will come up with a realistic plan to reach your financial goals.
***If you prefer, we can meet in person for your sessions.
We don't judge your personal situation. We work together to find a way forward and putting you in a better position to achieve your goals.
***additional fees apply
Services
Pricing plans for you specific needs
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One
Budget Session
$300.00
One 90-minute session
Perfect for someone just looking to get pointed in the right direction or looking for answers to specific questions.
An analysis to identify your starting point.
Budget planning and analysis, manage debt, credit and other issues regarding your financial picture.
Personalized recap and action guide after the session to provide you a clear way forward.
Ongoing
Monthly Coaching
Sessions
$250.00
Billed monthly
6-months of financial coaching.
2 60-minute telephone sessions per month.
Ongoing budget planning and analysis, manage debt, credit and other issues regarding your financial picture.
Unlimited email support so your never alone.
Personalized recap and action guide after the session to provide a clear way forward.
Best Value
Ongoing
Monthly Coaching
Sessions
$1500.00
Billed annually
1-Year of financial coaching.
2 60-minute telephone sessions per month.
Ongoing budget planning and analysis, manage debt, credit and other issues regarding your financial picture.
Unlimited email support so your never alone.
Personalized recap and action guide after the session to provide a clear way forward.