Client Offerings

Monthly Coaching

Perfect For: Goals setters, early career professionals, clients wanting accountability,

50-minute goal-setting meeting + financial plan review, quarterly check-ins, ongoing email support, online spend portal

Offerings
- Month-to-Month
- 6 Months Pre-Paid: 10% savings offered
- 12 Months: 20% savings offered

Perfect For: DINKS, Family planners, Goal oriented couples

50-minute goal-setting meeting + financial plan review, quarterly check-ins, ongoing email support, online spend portal

Month-to-Month:
- Month-to-Month
- 6 Months: 10% savings offered
- 12 Months: 20% savings offered

Perfect For: Clients needing a jump start on their journey, Disciplined budgeters, financial optimizers

50-minute goal-setting meeting + financial plan review, ongoing email support

Perfect For: Debt-free guidance seekers, Early career budgeters, busy professionals

25-minute discovery call and 25-minute plan delivery, ongoing email support

Perfect For: First-time homeowners, credit card optimizers, credit improvement help

25-minute discovery call and 25-minute plan delivery, ongoing email support

Perfect For: Early career professionals, first-time start-up employees, Startup job seekers

15-minute Q&A + tax education strategy

Perfect For: Young professionals, recent college graduates, busy professionals

15-minute product Q&A + product recommendation

Perfect For: Financial optimizers, weekend adventurers, economic travelers

25-minute coaching session + customized travel plan: includes credit card, airline, and cost-savings recommendations via points

25-minute coaching session + customized travel plan: includes credit card, airline, and cost-savings recommendations via points

Let's Talk