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 rate is discounted with package coaching plan.
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) | 10 hours | $655-950 |
| In-person Surcharge Rate | 0 | 10% – 20% |
| 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 10 hours | $0 |
| Personal Financial Plan Report & Updates | Included | $0 |
*Group Coaching Options are available.
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
- Review and analysis of lifestyle changes and goals
- Diagnosis of current situation
- Determine if a package plan is most needed
