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Support Built Around You

Choose the level of individualized support below that fits your goals, your timeline, and where you want to go next. 

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Prefer a group option? Click here for the Money Circle!

  • Know Your Numbers Session

    197$
    In this private 90-minute session, we’ll review where you stand, discuss your goals, and explore practical strategies and options for debt, savings, investing, or whatever financial goal comes next.
     
    • 90-minute private financial coaching session
    • Review your current financial picture
    • Discuss your goals and priorities
    • Explore options based on your situation
    • Identify opportunities and areas to focus on
    • Leave with greater clarity on your next steps

  • Money Strategy: 3-Month Private Plan

    997$
    Get personalized financial guidance built around you. Over 3 months, we’ll work through your goals, explore strategies and options, track your progress, and adjust as your priorities evolve.
    Valid for 3 months
    • Up to 10 private 60-minute sessions
    • Personalized financial strategy & action plan
    • Goal setting and progress tracking
    • Strategies and options based on your priorities
    • Adjustments as your goals evolve
    • Email support between sessions
    • Use your sessions within 3 months

  • Financial Momentum: 6-Month Plan

    1,997$
    Build financial momentum with 6 months of personalized support. Go deeper into your goals, explore strategies and options, track your progress, and adjust as your priorities evolve.
    Valid for 6 months
    • Up to 20 private 60-minute sessions
    • 6 months of individualized financial support
    • Personalized financial strategy & action plan
    • Goal setting and ongoing progress tracking
    • Strategies and options based on your priorities
    • Adjustments as your goals and needs evolve
    • Email support between sessions
    • Use your sessions within 6 months
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