Who It’s For

Perfect for those just starting out or wanting a quick, actionable plan without a long-term commitment.

What’s Included

- One 60-minute introductory coaching session

- Personalized budget template and setup

- Basic financial health assessment

- Goal-setting worksheet to outline your financial priorities

- Access to unlimited email Q&A within 30 days of your session

Price

$195 one-time

Who It’s For

Great for those who want guidance on budgeting, saving, investing and debt reduction with more personalized support.

What’s Included

- Everything in the Essential Package

- Three 60-minute coaching sessions (initial session + two follow-ups)

- Custom budget and savings plan tailored to your lifestyle

- Debt reduction strategies

- Investment basics and guidance on where to start

- Access to unlimited email Q&A for 60 days after the initial session

Price

$395 one-time

Who It’s For

Ideal for individuals looking to fully commit to their financial goals with extensive support and a long-term plan.

What’s Included

- Everything in the Growth Package

- Six 60-minute coaching sessions over six months

- Full financial health audit and personalized roadmap

- Customized budgeting, saving, and debt-reduction plans

- Investment planning tailored to your goals and risk tolerance

- Detailed strategies for long-term financial growth and wealth building

- Unlimited email support for 6 months

- Monthly check-ins to track progress and adjust strategies

Price

$695 one-time (or 3 payments of $240)