1:1 Financial Coaching Packages

2 focused conversations to unpack where you are and map what comes next.

• Unpack where you are financially and emotionally

• Identify what’s working and what needs to shift

• Receive your Money Snapshot

• Receive your My Next Steps Plan

5-6 intentional sessions for the person ready to get organized, build real habits, and finally feel in control.

• Clarify what you want your money to do for you

• Understand where your money is going and why

• Build a simple, sustainable budgeting structure

• Develop saving habits that finally stick

• Establish core money behaviors that support your goals

8-10 targeted discussions focused around structure, accountability, and lasting behavior change.

• Build a money system that works without constant effort

• Shift the spending patterns that have held you back

• Develop the discipline to follow

• Apply practical frameworks to the decisions that matter most

• Create lasting structure aligned with your long-term goals

High-touch coaching experience fully designed around you.

• Define and refine your long-term financial vision

• Navigate major decisions and life transitions with clarity

• Examine the beliefs shaping your relationship with money

• Strengthen your financial organization and planning structure

• Build confidence in your priorities, tradeoffs, and next steps