Services & Pricing
The Process
Get Started with Financial Coaching
Initial Consultation
Set your financial goals and discuss expenses & income
Next Step
Create your monthly budget
Schedule your First Budget Call
Provide clarity and action items
Monthly Check-ins
Discuss your progress, setbacks, and next steps
Repeat our monthly check-ins
End Goal
Road to Financial Freedom
Services
“Pick my Brain” Session
30-minute session to discuss all things related to your personal finance & the home buying process
$50
Budget Creation & Budget Management Tools
This service is for those who just want to see the map with the directions and they’ll be on their way! Creating financial boundaries can be stressful. Let’s take the guesswork of creating your monthly budget.
3-month budget: $250
6-month budget: $400
Financial Coaching
Sometimes we just need an extra nudge to identify and/or meet our financial goals. I’m here to be your financial accountability partner.
Service includes:
Monthly & Bi-monthly budget creation
Financial Goal Setting
Support/Accountability calls
Savings Planner
Investment Tools & Strategies
Unlimited Email/Text Support
Package pricing based on the packages below.
Pricing & Packages
Monthly Financial Coaching Sessions
Starting at $150
1 60-minute session
6-month commitment required
Topics discussed are based on the client’s financial goals
Bi-monthly Financial Coaching Sessions
Starting at $200
2 60-minute sessions
6-month commitment required
Topics discussed are based on the client’s financial goals