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Annual Subscription

$75/Hour

($1,500 Paid Annually)

  • 20 Hours (12 Coaching and 8 Support Hours.  Can be adjusted.)

Monthly Subscription

($166.50 Paid Monthly)

$99.90/Hour

  • 20 Hours (12 Coaching and 8 Support Hours.  Can be adjusted.)

Includes these services:

Financial Coaching  

  • Identifying, clarifying, and setting priorities, goals, and values.

  • Priorities progress tracking.

  • Support between coaching sessions.

  • Behavioral coaching around money beliefs, habits, and decision‑making. 

  • Budgeting, cash‑flow, and spending analysis. 

  • Debt review, reduction, and payoff strategies. 

  • Savings habits, emergency fund planning.

  • Financial education.

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Negotiation and/or Mediation

  • Salary increases, or new job salary, benefits, and working conditions.

  • Divorce.

  • Business sale, or disputes.

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Financial Planning (does not include specific individualized investment advice, recommendations, or management)   

  • Gathering and organizing Client’s financial information.  

  • High‑level analysis of income, expenses, debt, savings, and protection needs.  

  • Financial and investment decision-making education to generate additional options and strategies.  

  • Creation of written financial plans, strategies, or action checklists, when included in the Service Summary.

  • Periodic progress reviews, when included in the Service Summary.

  • Retirement readiness education, projections, and scenario planning (not individualized investment advice).

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Limited‑Scope or One‑Time Sessions  

  • One‑time or limited‑scope coaching/planning on a specific topic.

To schedule a free, no pressure Discovery Meeting, use the link below:

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