Price:

Individual: $125

Couples: $150

Create a budget that actually works for your life—not one that feels like a financial crash diet.

This service is for you if:

- You want a clear understanding of how much your life actually costs, whether your budget works, and how to build better cash flow.

-You need to prioritize saving, paying down debt, and aligning your budget with your financial goals.

-You feel overwhelmed by budgeting and need a system to track where your money is going and how to stay in control.

This service isn’t about restriction—it’s about creating balance. You’ll walk away with a personalized plan that helps you manage your money with confidence.

What’s Included:

- Your New Budget – A customized, revamped budget based on your current financial situation and goals. Delivered in a user-friendly spreadsheet you can actually use.

- Budget Audit – I’ll review your income, bills, expenses, and financial goals to create a realistic, actionable budget. No meeting is required—just me, your money, and the numbers.

- Cash Flow Analysis – A deep dive into your income and spending habits to identify opportunities for improvement and savings.

- Personalized Video Walkthrough – A recorded breakdown of your budget and cash flow analysis so you fully understand how to implement and manage your plan.

- Follow-Up Collective Plan – Within seven business days of receiving your budget, you’ll get:

- A personalized budgeting template

- A summary of your key action steps

-A comprehensive cash flow analysis to help guide your financial decisions

- Follow up communication for 2 weeks after delivery of budget/plan.

Add-ons are available:

-Extra sessions for in-depth budget adjustments: $150 per session

-Saving strategy break down:
Look to your savings goals and build a roadmap for them: $100

Budget + Cash Flow Plan delivered within 7 Business Days after all information is received. With a recording talking you through your budget!

*Here are the document types to submit - Click here.

Price:

Individual: $225

Couples: $300

A personalized financial roadmap to help you start strong. This is a one-time service—no ongoing commitment!

This service is ideal for:

- Individuals or couples looking for a clear financial starting point.

- Those who need expert guidance on where to begin, with a step-by-step plan to move forward.

- Busy professionals or couples who want quick, focused financial advice.

- Anyone wanting a plan that can guide them for a year or longer.

What’s Included:

- 30-minute onboarding session – We’ll break down your financial situation and goals to create a strong foundation.

- Personalized action plan – A clear, step-by-step roadmap tailored to your needs, so you know exactly what to do next.

- Follow-up (within 5 business days) – You’ll receive a three-page summary of your plan with actionable steps and key takeaways, plus a recorded video walkthrough to ensure you understand how to move forward.

-Got questions? You can ask any questions, insight for 3 weeks after you get your plan!

Ready to get clarity on your financial future? Let’s work!

Add-ons are available:

Monarch Money setup: $100 (perfect for those who want a customized tool to track their finances)

**Need to know what documents to send me before our session? Click here.

Price:

Individual: $350

Couples: $450

You’ll get everything in The Basic Build, plus a 6-month check-in to make sure you’re on track. This follow-up session lets us go over what’s working, tweak anything if needed, and answer any questions that have come up along the way.

It’s perfect if you want that extra layer of support to keep things moving in the right direction.

**Need to know what documents to send me before our session? Click here.

Price:

Individual: $750/year

Couples: $1000/year

Initial Meeting: $140

Take the guesswork out of investing and build wealth with a clear, strategic plan.

This service is for you if:

- You want to consistently invest but aren’t sure where to start or how much to allocate.

- You need a plan to align your investment strategy with your financial goals.

- You’re looking to maximize your contributions to retirement accounts, brokerage accounts, or other investment vehicles.

- You want expert guidance on reviewing and adjusting your investments each quarter.

This isn’t about chasing trends—it’s about building wealth intentionally with a strategy that fits your life.

What’s Included:

- Quarterly Investment Strategy Session – A focused session where we review your current investments, risk tolerance, and goals to refine your investment approach.

- Customized Investment Plan – A personalized roadmap detailing where to allocate funds, whether for stocks, ETFs, retirement accounts, or other assets.

- Portfolio Review & Adjustments – An assessment of your current investments with recommendations on how to optimize and rebalance if needed.

- Personalized Video Walkthrough – A recorded breakdown of your investment plan, walking you through your strategy and next steps.

-Quarterly Action Plan – A summary of key action steps to keep you on track for the next three months, with specific recommendations tailored to your financial situation.

Add-ons are available:

Extra 30-minute sessions for deeper investment analysis: $150 per session

Price:

Individual: $500

Couples: $650

Regain control of your finances and build a solid foundation for long-term success.

This service is for you if:

-You feel stuck or overwhelmed with your finances and need a structured plan to move forward.

-You’re ready to reset your budget, prioritize savings, and start investing—but need expert guidance along the way.

-You want a hands-on, supportive approach with accountability to help you stay on track.

We start by getting your budget in order, then focus on 1-3 key financial goals over four months—whether that’s saving for a big milestone, tackling debt, or building your investment strategy.

What’s Included:

-Monthly 60-Minute Strategy Sessions – We’ll meet once a month to assess progress, refine your goals, and make adjustments to your financial plan.

-Personalized Financial Action Plan – A clear roadmap tailored to your specific needs, covering budgeting, savings, debt management, and investment strategies.

-Ongoing Monthly Support – Email check-ins to answer questions, provide accountability, and ensure you’re making steady progress.

- Session Follow-Ups (Within 5 Business Days) – After each session, you’ll receive a summary with key takeaways, action steps, and additional resources to help you stay on track.

Add-ons are available:

Extra sessions for deeper analysis of your financial habits: $150 per session

[ Price based on group size + focus]

This service is ideal for:

Small groups looking for an affordable, engaging session to learn about financial literacy topics like saving, budgeting, and investing.

Employees or teams who want to improve their financial knowledge in a supportive, collaborative environment.

Individuals looking to connect with others on the same financial journey while learning key financial skills.

What’s included:

60-minute group session: A guided discussion on financial topics such as saving strategies, budgeting tips, or investing basics.

Interactive learning: Group members can ask questions, share experiences, and get tailored advice based on the session’s theme.

Resources: Receive templates, guides, and actionable tips to apply the lessons from the session to your own finances.

Follow-up:
Receive a recording of the session and additional resources to continue learning.