Coaching Packages

A money makeover is right for you if you’re ready to change your relationship with money. We’ll identify areas that are causing anxiety and stress in your financial situation and I’ll train you with money management skills that will empower you to create financial wellness for life.  Once you’ve gained confidence in your financial capabilities, you can easily overcome the stress that comes with managing day-to-day expenses and planning for you and your family’s future.

This $399 Investment includes:

  • Full (non-judgmental) assessment of your current finances

  • 4 x 60 min one-o-one appointments

  • Support in between sessions

  • Access to the coaching portal, and tailored guides and resource materials

  • Budget building assistance and review

  • Complete strategic plan with action steps for your year and beyond

“Nothing endures but change.” ― Heraclitus

You may need a touch up if you’re making a major purchase, changing careers, or just need a little help getting back on track.

Established clients who have completed their money makeover or new clients can purchase these follow-up sessions at an hourly rate. In a touch up session, we can dig deeper into behavior change, prepare for life events, or just evaluate your progress and do more advanced planning. 

This $99 session includes:

  • 1 x 60 min one-on-one appointment

  • Access to the coaching portal, and tailored guides and resource materials