Menu / Price List

Subscriptions

One Session

$250

1- One Hour Session

Basic

$675

3- One hour sessions within 3 months
Unlimited access to financial coach via email, text, or phone
Personal financial assessment
Cash flow plan
Debt reduction plan
Emergency savings plan
Money management action plan

Premium

$1,200

6- One hour sessions within 6 months
All components of basic plan included
Creation of Personal Finance Mission Statement
Personal finance risk assessment
Insurance Assessment
- Life, Health, Disability, Auto, Homeowners/Renters, Long Term Care, identity Theft
Sinking fund analysis (saving for future purchases)
”Life Happens” planning session

Platinum

$2,100

12- One hour session within a year
All components of premium plan included
Mortgage/Real Estate Analysis
Retirement Funding
College Funding
Charitable Giving Plan
Teaching your kids about money
Will or Estate Planning
Tax Reduction Plan
Full access to create “what if “ scenarios, projections, etc.
Psychology of money assessment
FREE Book

Once the subscription ends, you will have the ability to renew your Financial Coaching Agreement. You can change subscriptions at this time. Or you can schedule one session at a time.