Financial Coaching Packages - Customized Packages Available

All packages will help you build on your Get Started! Session. I believe every person has different needs, and we will modify where we place our focus in each of the package's offerings based on your UNIQUE needs. Compassionate, nonjudgmental, and professional guidance - let's get this party started!

ONE MONTH 

Includes:

• Two 1:1 60-Minute Zoom or Phone Sessions
• Two 1:1 30-Minute Zoom or Phone Sessions
• Revise your spending plan based as you implement your new strategies
• Assess progress and provide recommendations 
• Receive a written summary of our work together as the end of the month

FOUR MONTHS

 Features

• 8 1:1 60-Minute Zoom or Phone Sessions 
• Book up to 3 additional 30-minute 1:1 Zoom meetings if needed
• Create a spending plan based on your goals and values
• Assess progress and provide recommendations.
• Monitor progress, provide support and accountability.
• Customize services tailored to your unique needs
• Receive a written summary of our work together at the end of each month
• Bonus detailed written email detailing your progression from building  your  foundation to staying the course

SEVEN MONTHS

  Features

• 14 1:1 60-Minute Zoom or Phone Sessions 
• Book up to 6 additional  1:1 30-minute Zoom meetings as challenges arise
• Revise your spending plan based as you implement your new strategies
• Assess progress and provide recommendations.
• Monitor progress, provide support and accountability.
• Customize services tailored to your unique needs
• Review your financial goals.
• Explore your next financial steps.
• Receive a written summary of our work together at the end of each month
• Bonus ebook detailing your progression from laying your foundation, staying on course to going the distance