Services & Pricing
What do I offer?
Consultation/Introduction:
$0/ Session
We'll take 15-30 minutes to talk about you and your financial journey, only as much as you're comfortable sharing. Then we'll talk about what I do, and how I can teach you to take control of your finances based on your specific situation.
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If it makes sense to continue working together, we'll discuss your new game plan, and the ins-&-outs of financial success in one of the other two appointment options. Think of this as a two-way interview.
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Personal Financial Coaching
$75/ Session
These sessions are where the magic happens. We'll lay out a personalized plan for you, based on your individual needs and circumstances, and I'll show you how to follow it, and why it will work. You'll learn:
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More than just the basics on how, why & when to save
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The best (& fastest) ways to pay off debt
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Deep dives on how to budget properly
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How to invest and save for the future, not just for yours, but for your children, and maybe even their children
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If you're already ahead financially, and want to boost your financial knowledge, we'll walk through how to get the most out of your investments, as well as how & why to make the right adjustments.
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How to do all of this on your own
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This type of financial coaching was designed so that you won't need it forever.
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Couples Financial Coaching:
$125/ Session
These sessions will include everything that you would get from the personal financial coaching sessions, but they have the added benefit of teaching you how to work together. You and your better half will learn how to manage your money as a team, and how to trust each other in the process.
You'll learn:
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Everything from the Personal Financial Coaching sessions
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(for 2)
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How to talk about finances
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Building trust through communication
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How to plan for big expenses, like kids, a house, or retirement
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If you already have those things, you'll learn how to tweak & adjust them to get the most bang for your buck, and how to set up generational success.
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I'm not a relationship counselor, I am financial coach that understands that money fights and money problems are still the #1 cause of divorce in America. This plan can help.
*Billed Weekly or Monthly depending on your needs. Discounts applied for longer contracts.