Individuals & Couples: Coaching Package Options
For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.
| Details | Investment | |
|---|---|---|
| Consulting Sessions (Phone Calls or Live Stream Video) | 10 Sessions | $995-$1,500 |
| In-person Surcharge Rate | 0 | 10% – 20% |
| Diagnosis, Goal Prioritization, & Financial Action Planner | Included | $0 |
| Financial Education Resources & Step–by-step Worksheets | Included | $0 |
| Progress Tracking & Re-planning | Included | $0 |
| Email Support Between Consulting Sessions | Up to 25 | $0 |
| Personal Financial Plan Report & Updates | Included | $0 |
*Group coaching of over 5 people receive a 15% discount.
| Details | Investment | |
|---|---|---|
| Consulting Sessions (Phone Calls or Live Stream Video) | 10 Sessions | $995-$1,500 |
| In-person Surcharge Rate | 0 | 10% – 20% |
| Diagnosis, Goal Prioritization, & Financial Action Planner | Included | $0 |
| Financial Education Resources & Step–by-step Worksheets | Included | $0 |
| Progress Tracking & Re-planning | Included | $0 |
| Email Support Between Consulting Sessions | Up to 25 | $0 |
| Personal Financial Plan Report & Updates | Included | $0 |
