Our Packages
Whether you need short-term in-person or online guidance or even long-term accountability, I have a coaching plan that fits your financial goals. Explore my options below:
6 months to empowered finances and financial purpose
Price: $2394 or $399/month
For those who are ready to make a significant transformation in their finances, this program offers a deeper dive into spending patterns and includes ongoing support.
Includes:
Thorough spending history review
Establish and refine future financial goals
Build a personalized budget and debt repayment plan
Complimentary 6-month Monarch subscription
Access to the Evolve Online Learning Center (10 courses on personal finance)
6 x 90-minute Bi-Weekly Coaching Sessions in the first 12 weeks
3 x 60-minute Monthly Coaching Sessions in the final 3 months
Unlimited phone and email support throughout the 6 months
Join the 6-Month Program
One month to your customized financial set up
Price: $495
This program is perfect for those who need immediate, tactical financial guidance. Over the course of one month, we’ll work together to review your spending habits and create a plan for financial success.
Includes:
Review of spending history within Monarch Money
Create a personalized budget and efficient debt repayment plan
Build a clear net worth picture using Monarch Money
2 x 90-minute One-on-One Coaching Sessions
Unlimited phone and email support for the month
Get Started