Services.
Financial education and personal finance coaching. 

Assessment & Customized Plan

Deep dive into your current financial situation and a customized plan of action, includes a two one-hour meetings to review your current status, goals, and your tailored plan.

6-Month Coaching
(incl. Assessment & Plan)

In addition to the assessment, this package includes educational and coaching calls biweekly for the first two months after the assessment and personalized plan has been reviewed. For the remaining three months, our meetings will be monthly. 

12-Month Coaching
​​(incl. Assessment & Plan)

This option includes the assessment, customized plan, and the follow-up meeting, as well as education and coaching calls for one year: biweekly calls/meetings for the first two months and monthly sessions for nine months.