Package and Pricing Options

All programs are customized to address your specific needs and goals and we offer flexible pricing and package options to suit most situations. On this page you will find the resources and support provided at each coaching level.

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

$$60hour
  • 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

$$180hour
  • 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.