Price:

Individual: $125

Couples: $150

This service is ideal for:

Individuals or couples looking to get a handle on their finances and create a personalized budget that actually works.

Those who want a clear understanding of their cash flow, so they can prioritize savings, pay down debt, and align their budget with their financial goals.

People who feel overwhelmed by budgeting and need help understanding where their money is going and how to keep it under control.

Take control of your finances with a personalized plan tailored to your unique needs. This service is designed to help you create balance, not restriction, while building the foundation for a sustainable money management system.

Here’s what’s included:

- Comprehensive Budgeting Audit
We’ll review your income, expenses, and financial goals to create a clear, actionable budget customized just for you. No meeting is required—I’m only meeting with your money, expenses, and your new budget.

- Cash Flow Analysis
Dive deep into your monthly income and spending habits to identify opportunities for improvement and savings. Your budget will be delivered in a user-friendly spreadsheet you can easily reference and use.

- Personalized Recording
Receive a detailed recording that walks you through the key elements of your analysis and budget, ensuring you fully understand how to implement and manage your plan.

- Customized Savings Strategies
We’ll outline strategies to build your emergency fund and prioritize your financial goals, such as retirement, debt repayment, or any other personal objectives.

- Follow-Up Action Plan
Within 7 business days of receiving your finalized budget, you’ll also get:

- A personalized budgeting template

- A summary of your actionable steps

- A comprehensive cash flow analysis to guide your financial decisions

This service is perfect for anyone ready to take the first step toward mastering their finances. Start building a money system that works for you!

Add-ons are available:

Extra sessions for in-depth budget adjustments: $150 per session

Budget + Cash Flow Plan delivered within 7 Business Days after all information is received. With a recording talking you through your budget!

*Here are the document types to submit - Click here.

Price:

Individual: $225

Couples: $300

This service is ideal for:

Individuals or couples looking for a financial starting point or clarity on their financial goals. *This is a one-off service!*

-Those needing expert guidance on where to begin their financial journey, with a personalized roadmap that can set them on the right path.

-Busy professionals or couples who need quick, focused financial guidance.

- Can focus on the year or longer scope/timeline.

What’s included:

30-minute onboarding session: We’ll dive into your financial situation and your goals to lay out the foundation for your plan.

Personalized action plan: Receive a tailored roadmap with actionable steps to help you get started on your financial journey.

5 business days follow-up: Get a 3-page summary of your plan with actionable steps and key takeaways, plus a recorded video walking you through your plan.

Follow-up (5 business days):
After your session, I will send a 3-page summary of your personalized financial plan along with a video walkthrough, giving you the clarity and direction you need.

Add-ons are available:

Monarch Money setup: $100 (perfect for those who want a customized tool to track their finances)

**Need to know what documents to send me before our session? Click here.

Price:

Individual: $350

Couples: $450

This service is ideal for:

Individuals or couples who want both a comprehensive financial plan and feedback on their current investment strategies.

Those looking to make strategic improvements to their financial and investment situation, with ongoing support to keep them on track.

People who want to make sure their investments are working to meet their long-term financial goals.

What’s included:

Initial 30-minute session: We’ll dive into your financial situation and build your personalized roadmap, including both budgeting and investments.

Follow-up 30-minute session (6 months later): A check-in to evaluate your progress, refine goals, and dive deeper into advanced strategies, such as investment diversification.

Personalized action plan: A 5-page roadmap detailing both your financial plan and investment strategies, helping you understand how to achieve your financial goals.

Recording and resources: A recording of your session and additional resources to support you as you work toward your financial goals.

Follow-up (5 business days):
Receive a detailed action plan (up to 5 pages) with a recording of your session and resources for your financial roadmap and investment strategy.

Add-ons are available:

Monarch Money setup: $100

Extra sessions for investment feedback and portfolio reviews: $150 per session

**Need to know what documents to send me before our session? Click here.

Price:

Individual: $750/year

Couples: $1000/year

Initial Meeting: $140

This service is ideal for:

Individuals or couples who already have investments but want feedback on how they can improve their portfolio and financial outlook.

Those who need strategic guidance on how to diversify their investments or tackle specific financial challenges related to investing.

People who want ongoing, quarterly feedback to ensure they’re making the best investment decisions.

(there is no management of your assets)

What’s included:

30-minute quarterly review: We’ll evaluate your investment strategy, provide feedback, and discuss improvements.

Investment action plan: Receive a written summary of feedback and suggestions for improving your portfolio.

Quarterly check-ins: Get continuous support to refine your investments and ensure you’re on track to meet your financial goals.

Follow-up (5 business days):
After our session, receive an actionable summary with suggestions for improvement and a recap of your investment strategy.

Add-ons are available:

Extra 30-minute sessions for deeper investment analysis: $150 per session

Price:

Individual: $500

Couples: $650

This service is ideal for:

Individuals or couples who are ready for a complete financial reset.

Those who feel like they’ve lost control of their finances and want a fresh start.

People who need help setting up a solid foundation for budgeting, saving, and investing, with ongoing support to get them on track.

What’s included:

Monthly 60-minute sessions: Over four months, we’ll meet to discuss your progress, refine your goals, and implement changes to get you on track with budgeting, saving, and investing. We start with your budget and bridge to your other goals + implementation.

Personalized action plan: A detailed financial plan, covering everything from budgeting to retirement planning and investment strategies.

Monthly support: Receive email check-ins to answer questions and keep you accountable throughout the process.

Follow-up (5 business days):
After each session, you will receive a summary of our meeting, key takeaways, actionable steps, and resources to help you stay on track.

Add-ons are available:

Extra sessions for deeper analysis of your financial habits: $150 per session

[ Price based on group size + focus]

This service is ideal for:

Small groups looking for an affordable, engaging session to learn about financial literacy topics like saving, budgeting, and investing.

Employees or teams who want to improve their financial knowledge in a supportive, collaborative environment.

Individuals looking to connect with others on the same financial journey while learning key financial skills.

What’s included:

60-minute group session: A guided discussion on financial topics such as saving strategies, budgeting tips, or investing basics.

Interactive learning: Group members can ask questions, share experiences, and get tailored advice based on the session’s theme.

Resources: Receive templates, guides, and actionable tips to apply the lessons from the session to your own finances.

Follow-up:
Receive a recording of the session and additional resources to continue learning.