Foundation

1 Month

Result:

  • Valuable education and personal guidance throughout the month

  • Personalized Plan to reach your Financial Goals

  • Increased clarity to make financial decisions

Includes:

  • Initial Meeting to discuss financial goals

  • Full Initial Budget Analysis - 1 month actuals, 12 month forecast of income and expenses, all debt/savings/expenses analyzed

  • 1 month full support

    • 1:1 coaching – 2 one hour sessions

    • Ongoing support from Financial Coach

$800 one time payment

Transformation

3-6 Months

Result:

  • Valuable education and personal guidance throughout the month

  • Personalized Plan to reach your Financial Goals

  • Complete clarity to make financial decisions

Includes:

  • Initial Meeting to discuss financial goals

  • Full Budget Analysis - 1 month actuals, 12 month forecast of income and expenses, all debt/savings/expenses analyzed

  • 3-6 months full support - you choose the timeframe that fits your needs

    • 1:1 coaching – 2 hours first month

    • 1:1 coaching - 1 hour/month next 5 months

    • Monthly budget - actuals update and analysis

    • Ongoing support from Financial Coach

$500/month

Transformation Plus

3-6 Months *Maximum Results*

Result:

  • Quicker results

  • Valuable education and personal guidance throughout the month

  • Personalized Plan to reach your Financial Goals

  • Complete clarity to make financial decisions

Includes:

  • Initial Meeting to discuss financial goals

  • Full Budget Analysis - 1 month actuals, 12 month forecast of income and expenses, all debt/savings/expenses analyzed

  • 3-6 months increased support - you choose the timeframe that fits your needs

    • 1:1 coaching – 2 hours first month

    • 1:1 coaching - 2 hours/month next 5 months

    • Monthly budget - actuals update and analysis

    • Ongoing support from Financial Coach

$600/month

Business Financial Management and Consulting

This option is tailored to your specific small business needs.

Whether it’s cash flow management, business strategy, tackling debt, or all of the above, I can help!

E-mail me or schedule a free call to chat about your business needs.

  • During our call, I will help you understand the value in working together. And we will determine if I will be able to help you reach your goals. You will then be able to decide if you see the value in Financial Coaching.

    I will help you understand your money habits, calm your worry about money, and work with you to help you save more money than you will spend on the coaching.

  • A Financial Coach can help you cut through the noise of everything you could read or try to figure out on your own. We will get right down to your goals, examine your expenses and financial position, and put together a budget that gives you insight into exactly how and where you spend your money. I can help you get laser focused on your efforts so you’re not spinning your wheels figuring it all out on your own.

  • I am a finance nerd who loves God and knows we are all here for a much bigger purpose. I have 15+ years of experience in Finance and mentoring with a strong background to help you simplify the financial chaos in your head. I love digging into the numbers and uncovering habits on saving and spending.

    I understand what it takes to save money but I also completely relate to the “Oh no, we are spending way too much and need to cut back”. I am not the multi-millionaire telling you what to do. I am your friend and mentor who can relate to the daily struggle and the need to simplify and thrive.

  • I would be happy to discuss your goals and your needs and help you determine the package that will be the best value for you. Click here to book a free 30 minute Clarity Call now to discuss the options.

FAQs