Financial Mastery
One-Year Plan
$3,495 individuals | $4,997 couples
$291.25/month | $416.42/month
Private Zoom Calls
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17 x 90-min private Zoom calls
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Month 1 weekly​
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Months 2 & 3 biweekly
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Months 4-12 monthly
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Email Follow Ups
Detailed and personalized email follow ups after each coaching call. Expect important call outs/reminders, action item introductions, helpful resources, words of encouragement, motivational and money quotes, and more.
Personalized Spending Plan
A budget, or spending plan, is telling your money where to go instead of wondering where it went. This isn't about restriction, it's about intention. This holistic plan for your money considers how your income will fund your essentials, lifestyle, and goals. I provide access to Monarch Money for this, but, if you'd prefer, I can provide a spreadsheet, or you may use an app of your choice.
Personalized Debt Repayment Plan
Pay off your debts sooner and save money on interest with a debt repayment plan you'll stick to. Get rid of the debts which aren't serving you and manage the rest intelligently. Learn about debt repayment methods and strategies, create and compare alternate repayment pathways, choose the one that best suits you, and create an automated system to execute it for you.
Personalized Savings Plan
Learn to break down your goals into manageable pieces and make a plan to reach them. Vacations, down payments, emergency funds, gifts, engagements and weddings, it can all be planned for - and accomplished! Create an automated system to execute it for you.
Savology Premium
Create a foundational financial plan in 5-10 mins to gain insight to your financial life through dashboards and modules, financial literacy content, and more. See a scorecard of the areas of your financial life and receive recommendations about how to improve them. There is an Action Center included where I will note your action items between calls for easy tracking.
Monarch Money
Budgeting platform, goal tracker, account aggregator, and more. Get clarity, confidence, and peace of mind for your finances. Track all of your account balances, transactions, and investments in one place. Collaborate with your partner and reach your financial goals faster. You link your accounts, I draft your budget (spending plan) based on your preferences, then we review together and add the finishing touches.
Action Items & Exercises Between Calls
Partly dependent on your specific circumstances and goals, I will give you action items, exercises, and journaling prompts to complete between calls that will support your money transformation.
Money Mindset, Beliefs, & Habit Development
Explore your money mindset and beliefs to identify where they may be holding you back and learn to overcome these limitations. Break down habits which aren't serving you and construct new habits to align your behavior with your vision and goals.
Text, Email, and Voxer Support
Stay in touch throughout your program and know I've got your back. If you have any questions, are struggling with something, or want to share a win, I'm here to support and celebrate you. This is also a great way to check in for accountability purposes.
Tax Preparation
I'm an Enrolled Agent (a federally licensed tax practitioner) and I offer 100% virtual tax preparation. Simply upload your tax documents to my secure portal and I'll take it from there. Additional charges may apply for self-employed, rental real estate, broker/barter transactions, crypto currency holdings, MLPs, multi-state, and other relatively more complex tax situations.
Tax Planning​
Don't pay more taxes than you have to. We can review your withholdings, consider tax implications around equity compensation and investment sales, plan for deductions and credits, identify tax-deferred opportunities, and more. This review can potentially boost your paychecks (by putting your return in your pocket throughout the year) and eliminate surprises.