Services & Pricing
Simple, transparent pricing.
No quizzes, no guessing. Pick what fits where you are today — and upgrade whenever you’re ready.
Coaching
Ongoing coaching & accountability.
Helping you feel clear about where you are, confident about where you're going, and a roadmap giving you confidence that you are on your way!
General Coaching
Ongoing monthly coaching and structured Q&A sessions to keep you educated and on track.
Ideal for: Someone who prefers learning in large group settings reflective of a classroom educational setting.
What's included
- 2 group sessions per month
- Between-session email support
- Resource & template library
- Cancel anytime
Small Group Coaching
Learn alongside a small cohort with monthly group sessions, accountability, and shared wins.
Ideal for: People who thrive with community and accountability.
What's included
- 2 small-group sessions per month
- A supportive peer cohort
- Group accountability & shared wins
- Resource and template library
- Small-group only resource drops
- Monthly accountability check-in
VIP Programs
Go all-in.
High-touch, time-boxed engagements for a focused financial transformation with my full attention.
VIP 90-Day Intensive
Three months of focused, one-on-one coaching to overhaul your finances and build momentum that lasts.
Ideal for: Someone ready to go all-in and transform their finances fast.
What's included
- Weekly 1:1 sessions across 90 days (12 calls)
- Deep-dive intake & goal mapping
- Fully custom financial plan (PDF)
- Cash-flow, debt & savings systems built with you
- Priority messaging access between calls
- Complete tool & template kit
- Progress tracking toward your milestones
- Masterclass + workbook included
VIP Annual
A full year of premium, high-touch coaching — your dedicated partner through every financial decision.
Ideal for: Someone who wants a dedicated partner for the long haul.
Everything in the 90-Day Intensive, plus
- A full year of 1:1 coaching
- Quarterly deep-dive reviews
- Plan updates as life changes (job, move, new baby…)
- Year-round priority access
- An annual money-goal roadmap
- First access to new programs & resources
Financial Plans
Get a plan built for your life.
A personalized, done-for-you financial plan — whether you're solo, partnered, or planning for the whole family.
Individual Financial Plan — Basic
A complete, personalized financial plan built around your goals — for one person.
Ideal for: A single person ready for a complete, personalized roadmap.
What's included
- Comprehensive plan for one person
- Goal-setting & priorities session
- Full cash-flow analysis
- Debt payoff strategy
- Savings & emergency-fund roadmap
- Personalized written plan (PDF)
- One review/walkthrough session
- 30 days of follow-up email support
Individual Financial Plan — Partner (Combined)
One unified plan for partners managing money together, with shared goals front and center.
Ideal for: Couples managing money together who want one shared plan.
Everything in Basic, plus
- Joint household plan built for two
- Shared goal-setting for the relationship
- Combined cash flow & household budget
- Couples money-conversation framework
- Joint review session
Individual Financial Plan — Partner (Separate)
A coordinated plan for partners who keep finances separate but want to plan as a team.
Ideal for: Partners who keep finances separate but want them coordinated.
Everything in Partner — Combined, plus
- Two coordinated individual plans
- Personal goals tracked alongside shared ones
- A separate written plan for each partner
Individual Financial Plan — Family
A comprehensive family plan covering up to three dependents, with room to grow.
Ideal for: Households juggling kids, college, and competing priorities.
Everything in Partner, plus
- Whole-household financial plan
- Education / college-savings planning
- Childcare & dependent budgeting
- Family money-habits guidance
- Additional review sessions as needed
À la carte
Just the piece you need.
Focused, one-off deliverables when you want help with a specific thing — no commitment.
À la carte: Personal Budget
A clear, build-it-once personal budget you can actually stick to.
Ideal for: Anyone whose money disappears and wants a plan that sticks.
What's included
- Custom monthly budget built around your goals
- Spending categories with recommended targets
- Savings + bill-pay schedule
- Reusable tracking template (spreadsheet)
- Quick-start guide
- First-30-days checklist
À la carte: Financial Plan
Need just the plan? A focused, standalone financial plan — no membership required.
Ideal for: Someone who wants fast clarity and a few concrete next steps.
What's included
- Snapshot of where your money stands today
- Your top 3–5 prioritized next steps
- One-page action summary you can keep
- Built on your real numbers, not a template
- Delivered within 3 business days
- Optional 15-minute follow-up