Financial Coaching Programs
Financial Foundations
Three-Month Plan
$1,297 individuals | $1,859 couples
$432.33/month | $619.67/month
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Lay a solid foundation for financial success based on your unique values, vision, and goals. We'll work together to design a personalized plan and equip you with the knowledge, skills, and confidence needed to execute on your plan. Best suited for those who are self-directed who would like help creating a plan and early support while implementing it but don't feel a need for the ongoing support of a longer duration coaching program to remain accountable and see it through.
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8 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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Financial Roadmap
Six-Month Plan
$2,097 individuals | $2,997 couples
$349.50/month | $499.50/month
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Three-Month Plan + 3 monthly calls for ongoing support, accountability, and continued exploration/development of your money mindset and habits
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11 x 90-min private Zoom calls
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Month 1 weekly
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Month 2 & 3 biweekly
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Months 4-6 monthly
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Financial Mastery
One-Year Plan
$3,495 individuals | $4,997 couples
$291.25/month | $416.42/month
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Six-Month Plan + 6 monthly calls for ongoing support, accountability, and continued exploration/development of your money mindset and habits
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Tax preparation and planning (for current year; additional charges may apply to tax services depending on complexity)
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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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