All of our coaching sessions will be personalized to fit your specific needs. We start with a free consultation by telephone. As you express your goals and challenges, we will work together to create a plan that is right for you. In most cases, I will encourage you to create a written budget to use as a guide. We offer two convenient coaching options.

Option 1: Monthly Packages, Regular Coaching and Accountability Set to Your Pace

  1. Decide how often you would like to meet. Once or twice a month, or weekly, for 3, 6, or 12 months is recommended.
    • Once a month – $115
    • Twice a month – $200
    • Four times a month – $360
  2. We will continue to meet regularly in one hour sessions* to guide your progress.

Option 2: Stand Alone Sessions, Financial Wellness Checks and Guidance on Specific Decisions ($165)

  1. Complete some basic financial paperwork.  
  2. One hour comprehensive coaching session* and financial review.
  3. At the end of our session, you will get a detailed action plan.

*All sessions are done by video conferencing or phone, giving you the most flexibility.

If you find yourself:

  • In debt with credit cards, student loans, car loans, etc.
  • Living paycheck to paycheck
  • Having difficulty creating financial margins in your life
  • Not able to save enough money to cover minor emergencies or major life events
  • Unable to tithe or give to charity
  • Lagging behind in planning for the future, including retirement and kids’ college
  • Experiencing success financially, but would like someone to help guide you toward your next step

Customized coaching sessions will help you:

  • Create a plan to pay your debts in less time than you thought possible
  • Reallocate your money to be more efficient
  • Create room in your budget to prioritize generosity and giving
  • Save money for short term and long term goals
  • Create a plan for your future and the future of your family

Download our Excel Budget Template

Schedule A Free Consultation