Your Investment
Snapshot Session $99
You will complete a financial snapshot of your current situation before we meet. During our meeting we will talk about future goals and current barriers. By the end of our meeting we will create manageable steps to get you started toward your goals and establish a timeline. After our meeting you will receive a follow-up email with resources to help you meet your goal.
3-Session package $275
In our next sessions, we will focus on your budget. Budgets are a hard things to set up, and track monthly. Most people do not get their budget right the first time around. Meeting for a 2nd and 3rd time gives us a chance to see what has changed in your budget, figure out how we can plan for similar changes in the future, and make sure your goals still make sense.
6-Session package $499
Now that your monthly budget is established we will follow-up on how you did with completing the first steps toward your goal. If things didn’t go as expected we’ll figure out why, and plan some new strategies to get you back on track. With three more sessions we have the chance to firm up your financial plan with a small emergency fund, assess all outstanding bills, and create plans for how you can meet your financial goals by specific dates.
Continuing our work $75/session
If you have further financial goals then let’s continue working together to make sure you achieve them. You may feel like you are on track and ready to take a break after 6 sessions, or you may feel like the momentum is just beginning to build and you want to stay connected. Either way, you are in the driver’s seat and we can set up ways for your money to work for you while living a lifestyle that you love.