Take Control of your Finances Coaching Package
- (3) 60 minute sessions
- A comprehensive financial wellness planner
- Execution plans emailed following sessions
- 3 month email access questions
- Access to Money Confident Program (8+ hour of educational videos, cheat sheets, sample investing portfolio’s, etc.)
- 30 minute follow up call 1 month after completion of initial 3 sessions
Payment Options: Pay in Full = $1,150 or Payment Plan = $425 / month for 3 months
Financial Coaching Mentorship
- 90 minutes of financial coaching on topics of your choosing
- Retirement account audits, questions, whatever you like (this is your time!)
- Sample portfolios cheat sheets
- Video recording of session
Payment Options: Pay in Full = $315 or Payment Plan = $125 / month for 3 months
Ad Hoc Hourly Coaching Rates (whatever you want to talk about!)
- 60-minutes $145
- 90-minutes $200
- 2 hours $350