Choose Your Path to Financial Confidence

A comprehensive 90-minute deep dive into your financial situation with actionable next steps to get you started on your financial journey.


✓ One-time, personalized session
✓ Initial financial health assessment
✓ Customized action plan
✓ First-pass monthly and annual budget
✓ 1 month of follow-up support

A 3-month program perfect for those ready to build strong financial foundations. Great for those looking to build a plan to get out of debt, establish budgeting habits, or start building wealth.

✓ 6 one-on-one coaching sessions (60 minutes each)
✓ Complete financial health assessment
✓ Establish automated processes
✓ Monthly progress review and plan adjustments
✓ Ongoing support between sessions

A comprehensive 6-month program for complete financial transformation. Ready to truly level up your financial wellbeing? Want to stop constantly worrying about money? This program is set up to give you the knowledge, tools and support to launch your financial freedom journey.

✓ Intensive first month (weekly sessions)
✓ Premium financial toolkit access (including lifetime access)
✓ Establish your "FIRE" goal and number
✓ Monthly goal review and adjustments
✓ Ongoing support

A specialized 6-month program for couples wanting to align their financial future and create lasting money harmony. It starts with aligning on goals and values, and then focusing on a long-term financial plan. These sessions are intended to always be completed together.

✓ 6 personalized coaching sessions (60 minutes each)
✓ Complete financial health assessment
✓ Establish automated processes
✓ Monthly progress review and couples money date guides
✓ Ongoing support between sessions