Pricing: $150 for singles, $250 for couples

What it is:
A comprehensive 90-minute session designed to give you clarity on your financial situation and set you up for success.

What you'll get:

Goal Setting & Clarity: We’ll discuss your financial goals and aspirations, ensuring they align with your current lifestyle and future plans.

Personalized Budget Creation: Together, we’ll build a budget that reflects your income, expenses, and financial priorities.

Net Wealth Assessment: We’ll analyze your current financial position, giving you a snapshot of your assets, liabilities, and overall financial health.

Expert Advice: Receive tailored advice and insights on how to optimize your finances, from spending habits to savings strategies.

Bonus:

Financial Wellness Report: After our session, we’ll send you a personalized report with your completed budget, net wealth summary, and actionable tips for saving and growing your money.

Pricing: $250 for singles, $400 for couples

What it is:
The Starter Scan Package, plus an additional 90-minute session where we dig deeper into your finances and create an actionable plan that goes beyond budgeting.

What you'll get:

Advanced Financial Approach: We’ll refine the strategies discussed in the Starter Scan and create a more detailed action plan tailored to your long-term goals.

Automated Money System Setup: We’ll help you automate your finances for smoother bill payments, consistent savings, and smarter financial management.

Implementation & Support: We’ll guide you through implementing key recommendations, saving you time and effort by handling the heavy lifting for you.

Pricing: $100 for singles, $200 for couples

What it is:
A goal-focused financial check-up designed to track your progress, reassess your goals, and adjust your strategy as needed over a 6-12 month period. The Goal Getter is a follow-up session to The Starter Scan or The Deeper Dive ensuring clients don’t just set financial goals but stay accountable to them. It’s a great option for those who want ongoing support and accountability as they make long-term progress toward financial success.

What you'll get:

Goal Review & Adjustment: We’ll revisit your financial goals and evaluate how much progress you've made. If your circumstances or goals have changed, we’ll adjust your strategy accordingly.

Mid-Point Strategy Session: During this session, we’ll dive into any challenges you're facing and provide solutions to get you back on track.

Actionable Insights: We’ll review your budget, savings, and debt plans to identify areas for improvement, offering new tips, tools, and recommendations to ensure continued growth.

Bonus:

Financial Milestone Report: After our check-up, we’ll send you a report outlining your progress, updated financial strategies, and next steps to help you stay on track for the future.

Pricing: $100 for singles, $200 for couples

What it is:

This service is great for clients who may be struggling with debt and need a structured way to work through it, or anyone looking to proactively pay off loans and credit cards in a strategic way. This is a follow up service to The Starter Scan or The Deeper Dive for when you are ready to tackle your financial hurdles head-on.

What you'll get:

Debt Analysis & Strategy: We’ll review your current debts (credit cards, loans, etc.), interest rates, and repayment plans to create a clear strategy for tackling them efficiently.

Debt Repayment Plan: A step-by-step plan will be created to help you reduce debt quickly and with minimal financial stress. This includes prioritizing high-interest debts and optimizing your payment methods.

Budget Realignment for Debt Reduction: We’ll revisit your budget to free up additional funds that can be used to accelerate your debt repayment while still allowing room for your everyday needs.

Emotional & Mental Support: Debt can be overwhelming, so we’ll provide practical and emotional support to help you stay motivated and focused throughout your debt reduction journey.