Our process in four easy steps
1
Complimentary Consultation
Schedule your free 45-minute session where we'll get to know each other and discuss the specific areas you want to work on
2
Develop Your Personal Financial Plan
After our initial consultation, we'll focus on the specific areas most important to you during 60-minute meetings. Whether you need comprehensive financial planning or targeted help with one aspect of your finances, we'll tailor our approach accordingly. For some clients, this means a complete analysis of your financial picture; for others, it means zeroing in on a specific challenge.
3
Implement Your Personal Financial Plan
During our regular sessions, we'll work together to implement practical strategies, measure your progress, and adjust as needed. Each 60-minute meeting builds on your previous work and keeps you moving confidently toward your financial goals.
4
Celebrate Your Financial Progress
As you implement the strategies we develop together, you'll begin to see tangible improvements in your financial situation and confidence.
Pricing
- Initial Consultation: Complimentary (45 minutes)
- Regular Coaching Sessions: $150 per session (60 minutes)
- Affordability Program: 15% discount per session for individuals earning $60,000 or less annually or couples earning $100,000 or less