30 minutes
Not sure where to start? Let’s talk.

In 30 minutes, we will get clear on where you are financially, what is keeping you stuck, and what your next move should be, whether that is working together or taking simple steps you can take on your own.

What We Will Cover:

• Your current financial situation (income, expenses, debt, goals)

• The 1-2 priorities that matter most right now

• A helpful resource to get you started (budget template, app recommendation, etc.)

• Whether coaching is the right fit—and what next steps make sense for you

This call is perfect if you:

● Feel stuck but don’t know where to start

● Want to know if coaching is right for you

● Need clarity on your next financial move

60 minutes | $100
For professionals who feel stuck even though they're making decent money.

Maybe you're carrying debt you can't shake, anxious about investing, or tired of living paycheck to paycheck despite earning well. You know what you should do with money—you just can't seem to do it.

That's where I come in.

In our personalized sessions, we'll focus on the psychology behind your money decisions—not just the math. Because money is psychological before it's mathematical.

What You'll Get:

• Clarity on your money blocks - Why you're stuck and how to move forward

• Personalized action plan - Simple steps tailored to your life, not generic advice

• Psychology-based strategies - Address the why behind your spending, saving, and investing habits

• Accountability and support - Someone in your corner who gets it

• Tools you'll actually use - Budgets, trackers, and guides built for real life

Investment:

Single Session: $100 (60 minutes)

3-Session Package: $270 (save $30)

6-Session Package: $480 (save $120)

60 minutes | $100

Stop overthinking. Start building wealth.

You know you should be investing, but you're stuck—paralyzed by choices, confused by jargon, or worried you don't have enough to start. In this focused session, we'll cut through the noise and create your simple investing plan.

What You'll Learn:

• Why index funds are the smartest choice for long-term wealth

• How to choose the right funds - S&P 500, total market, or sector-based (explained simply)

• ETFs vs. mutual funds - Which is right for you

• Where to open your account - Best brokerages compared (Vanguard, Fidelity, Schwab)

• How to start with as little as $25 - No "minimum investment" excuses

• Why investing beats saving - How inflation quietly eats your money

You'll walk away with a clear action plan to make your first investment this week

$297 | 90 minutes

Stop guessing. Get a plan.

In 90 minutes, we'll review your complete financial picture and build you a personalized 90-day roadmap—so you finally know exactly what to do next.

What You Get:

• 90-minute intensive session - Full financial review (income, spending, debt, savings, goals)

• Personalized 90-day action plan - Clear priorities, no overwhelm

• Custom budget template - Built for your life

• Financial roadmap + checklist - Step-by-step guide to implementation

• Credit, retirement & investing guidance - Plain-English recommendations

• Detailed session notes - Everything documented for easy reference

Perfect for: Self-starters who want clarity now—without ongoing coaching.

$997 | 2 months | Bi-weekly 1-on-1 coaching

Your 2-month transformation from stuck to confident with money.

Stop piecing together random advice. In 2 months, we'll build your personalized financial system with bi-weekly coaching, accountability, and the tools you need to make lasting change.

What's Included:

• 4 bi-weekly 1-on-1 coaching sessions (60 minutes each)

• Comprehensive financial assessment + 90-day roadmap

• Custom budget, debt strategy, and investment plan

• Habit & goal-tracking system (build momentum between sessions)

• Email accountability check-ins (stay on track)

• Complete resource library (templates, calculators, step-by-step guides)

• 30 days of email support after program completion

Your 2-Month Journey:

Month 1:

• Session 1 (Week 1): Financial assessment, goal-setting, roadmap creation

• Session 2 (Week 3): Budget optimization, debt strategy, progress review

Month 2:

• Session 3 (Week 5): Investment account setup, portfolio construction

• Session 4 (Week 8): Automation systems, habit anchoring, graduation + next steps

Investment: $997 (or 2 payments of $499)

Perfect for: Professionals ready for real change who want structure, accountability, and support over 2 months—not just a one-time session.