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 Coaching Rate
- Diagnosis and Action Planner
- Financial Education Resources & Step–by-step Worksheets
- In person Surcharge +15%
*Military members and veterans receive 15% discount with valid identification
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 | |
---|---|---|
6 Month Plan | 9 Sessions | $480 |
9 Month Plan | 13 Sessions | $630 |
12 Month Plan | 18 Sessions | $720 |
In person Surcharge | +15% | |
Diagnosis, Goal Prioritization, Action Plan, and Reports | Included | Included |
Financial Education Resources & Step–by-step Worksheets | Included | Included |
Virtual Support Between Consulting Sessions | Up to 25 | Included |
*Military members and veterans receive 15% discount with valid identification
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 Diagnosis, Goal Planner, and Reports
- Review Progress and provide Guidance
- In Person Surcharge +15%
*Military members and veterans receive 15% discount with valid identification.