COACHING
Perfect if you have a few questions
or looking for help in specific
areas of your financial life
HOURLY RATE:
$150
​
TIME INVESTMENT:
1-2 meetings within 1-2 months
​
$ INVESTMENT:
$150 - $300
​
WHO SHOULD SIGN UP?
Perfect if you have a few
questions or looking for help
in specific areas of your financial life
ONE-TIME
GAME PLAN
We'll build a financial roadmap that you can execute to meet future goals
HOURLY RATE:
$150
​
TIME INVESTMENT:
4-6 Meetings within 6 Months
​
$ INVESTMENT:
$1,800 - $4,000
​
WHO SHOULD SIGN UP?
Perfect if you’re looking for a financial roadmap and comfortable implementing recommendations
and executing the plan
ALL-ACCESS
Comprehensive on-going financial planning that helps you with
all of your financial needs
HOURLY RATE:
$150
​
TIME INVESTMENT:
Ongoing
initial plan is built over 4-6 Meetings within 6 Months
​
$ INVESTMENT:
Initially $1,800 - $4,000
Ongoing $1,200 - $3,000 annually
​
WHO SHOULD SIGN UP?
Perfect if you want to discuss
all financial topics on an ongoing
basis. That might include
check-in with investments,
new goals, life changes etc.