My Programs & Pricing
Discovery Call
Free of Charge
DURATION: 30 MIN
During this call, we will…
talk about why you reached out
identify what you wish to accomplish in coaching
discuss what I offer as a coach
determine if we are a good fit
Foundations
(3-Month Program)
Total Program Investment: $978*
DURATION: (7) 1:1 COACHING SESSIONS
During this program , we will…
design a values-aligned, sustainable financial plan
assess your current financial status (debts, investments, emergency funds, net worth, etc.)
look at your historic financial habits
identify your short- and long-term goals
At the end of the program, you will walk away with:
clarity on where your money has been going
understanding of your WHY (why you want to make changes in your financial life and why you want to win with money)
a zero-based budget (the money going out matches the money coming in), designed entirely by you for you, that aligns with your WHY
strategies for implementing what you learned during this program
confidence and momentum to continue to grow financially (on your own or with me)
*The program can be paid for in bi-weekly installments of $163, monthly installments of $326 or in full for $878 (discounted rate of $100)
Coaching Membership
(After Foundations Program)
Membership Investment: $148/mo**
DURATION:
ONE HOUR LONG SESSION OR
TWO 30-MIN SESSONS PER MONTH***
During this membership, I will support you in…
effectively implementing and utilizing your financial plan created during the Foundations Program
adjusting and revising your goals as you progress and your financial situation shifts
refining your budget as needed
tackling mental and financial road blocks as they arise
helping you manage life changes which impact your financial situation
In addition to your coaching sessions this membership includes…
15-min phone calls with me between sessions (on an as-needed basis)
continued access to your active client portal (used during the Foundations Program)
unused sessions will be rolled-over to the next month
**There is no monthly/annual commitment required for this membership; however, you can pay $788 for 6 months of membership (discounted rate of $100).
***Any additional sessions needed beyond what is included in the membership (one total hour of coaching and 15-min phone calls as needed) can be purchased at the rate of $100/hour.
Discounts offered for:
Referrals ($50 discount for new clients if referred by an existing client & for existing clients $50 discount per person referred)
Paying in full for the Foundations Program ($100 discount)
Paying for 6 months of Coaching Membership ($100 discount)
Volunteering at a local organization - signature from organization required ($50 discount per hour volunteered) - max. $100 per client/couple