Hourly Consultation Options
For us to best understand your needs and serve you, we do suggest a minimum 3 hours of consultation. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.
Hourly Coaching Rate
$150hour
- Personalized Financial Assessments
- Customized Financial Action Plans
- One-on-One Financial Coaching Sessions
- Education on Financial Literacy Topics
- Goal Setting and Progress Tracking
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 | |
|---|---|---|
| Insight Master – This package is for the young professional who is ready to design their journey with upleveled financial strategies to adapt, thrive, and achieve sustainable growth. Empower your pathway to building wealth. Evaluate your current financial framework and develop a vision for success. | 5 Coaching Hours | $99 |
| Insight Catalyst – This package is for families who are ready to unleash powerful, personalized insights to design your family’s financial vision and legacy of generational wealth that is rooted in your family values with tailored strategies that align with your goals. Stay ahead with actionable plans, expert guidance. | 8 Coaching Hours | $149 |
| Synergy Grow – This package if for the small business owner who is ready to harness innovative strategies and forward-thinking financial planning to navigate dynamic market conditions. Stay ahead of the curve with actionable solutions and expert guidance, empowering your business to adapt, thrive, and achieve sustainable growth. | 10 Coaching Hours | $199 |
Individuals & Couples: Ongoing Maintenance / Life Stage Support
The goal of the coaching program is to help you strengthen your finances and gain confidence in your abilities to make qualified financial decisions. We are there if you need a check-in, answers to questions, or support with new financial life stages.
Ongoing Support Rate
$100hour
- Regular Financial Progress Tracking
- Goal Monitoring and Adjustments
- Re-evaluate Advanced Educational Resources
- Financial Systems Reinforcements
- Refine Customize Financial Plans