Explore Our Services
$0.00 | 30 minutes
Not sure where to start? Show up. That's all you need to do.
In 30 minutes we'll get clear on where you are, what's keeping you stuck, and exactly what your next move should be.
What we'll cover:
Your current financial picture — income, expenses, debt, and goals
Your one or two highest priorities — not a 10-step plan, just what actually moves the needle
Your Personal Money Roadmap — a personalized visual of your financial journey, yours to keep, no commitment required
This call is for you if:
You earn decent money but still feel financially behind
You have debt, investing questions, or both and don't know what to tackle first
You want a real starting point, not generic advice
You want to see what coaching looks like before committing
Most people leave this call with more clarity than they've had in years.
60 minutes | $100
For professionals who feel stuck even though they're making decent money.
You know what you should do with money — you just can't seem to do it. That's not a math problem. That's a psychology problem. And that's exactly where we start.
What happens in your session:
Where You Stand — We identify exactly where you are in your financial journey and what to focus on first. No overwhelm. No skipping ahead.
Your Spending Plan — We build your four money buckets together in real time — what's going to bills, investing, savings, and guilt-free spending. Every question gets answered.
Your Personalized Action Plan — Specific steps built around your actual income, debt, and life. Not generic advice — a real plan for your real situation.
What you leave with:
Your Spending Plan
Your Personalized Action Plan
Two follow-up emails to keep you on track
What changes after working together:
Investing starts to feel simple. Your money grows without you having to think about it every day. And having savings for the first time gives you a security you've never felt before.
"One client earning over $130K came in with $24K in credit card debt and no savings. Within months they paid off their first card and saved $1,000 for the first time in years."
Investment:
Single Session: $100 (60 minutes)
3-Session Package: $270 (save $30)
6-Session Package: $480 (save $120)
60 minutes | $100
You know you should be investing. You just don't know where to start — and every time you try to figure it out, the jargon, the choices, and the noise send you right back to square one.
This session cuts through all of it. One hour. One clear plan. You leave knowing exactly what to invest in, where to open your account, and how to start today.
What we'll cover:
Why index funds work — Why the simplest investing strategy consistently beats the complicated ones
Which fund is right for you — We'll find the right fit for your goals without overwhelming you with options
Where to open your account — We'll pick the right brokerage for your situation together
How to start with what you have — You don't need thousands to begin. We'll build your plan around your actual numbers
What you leave with:
A simple investing plan built around your income and goals
Clarity on exactly which fund to start with
Confidence to make your first investment without second-guessing yourself
"One client earning $40K started with nothing. After our session they opened their first investment account. Today they have $5,000 invested and a rolled-over 401k worth over $20K."
Most people leave this session ready to invest the same day.
90 minutes | $299
For professionals who want to get everything in order once — and stay on track all year.
In one intensive session we'll review your complete financial picture and build a personalized plan for the next 12 months. No guessing. No overwhelm. Just total clarity on exactly where you stand and what to do next.
What happens in your session:
Full financial review — Income, spending, debt, savings, and goals all in one place
Your 12-Month Money Plan — Clear priorities built around your actual life, not generic advice
Budget built for you — A custom spending plan you can actually follow
Plain-English guidance — Credit, retirement, and investing recommendations without the jargon
What you leave with:
Your 12-Month Money Plan
Custom Budget Template
Debt Payoff Tracker
Detailed session notes for easy reference
What makes this different:
This isn't just one session. After we meet, I check in with you four times throughout the year — once every quarter — to make sure you're on track, answer questions, and adjust your plan as life changes.
One session. Four check-ins. An entire year of clarity.
"One client earning over $130K came in with $24K in credit card debt and no savings. Within months they paid off their first card and saved $1,000 for the first time in years."
Investment: $299
Already had your free consultation? This is your next step.
2 months | Bi-weekly 1-on-1 Coaching | $999
For professionals who are done piecing together random advice and ready to build a financial system that actually sticks.
In two months we'll build your complete financial foundation together — real coaching, real accountability, a plan built entirely around your life.
Your 2-month journey:
Month 1 — Get clear and get moving
Week 1: Full financial assessment, goal setting, and roadmap creation
Week 3: Spending plan, debt strategy, early progress review
Month 2 — Build and automate
Week 5: Investment account setup and portfolio construction
Week 8: Automate your money system and map your next 12 months
What you leave with:
12-Month Money Plan
Custom Spending Plan + Debt Payoff Tracker
Investment Plan
30 days of continued email support
"One client earning $40K started with nothing. Today they have over $20K invested."
This program is for professionals ready to commit. Not for people looking for a quick fix.
Investment:
Pay in full: $999
Payment plan: 2 payments of $500