Scheduling Options

Whether you just need a single session for some fine-tuning, or you're in-over-your-head and need ongoing support, I have options for you. 

Not sure what's right for you? 

All services are offered both in-person and virtually. 


Share the gift of financial empowerment

Holiday Gift Certificates available! Feel free to purchase your loved on a custom amount or choose from one of the pre-set amounts which represent various coaching packages. The initial Trailhead Session is discounted to $225 right now when bought as a gift. You can order one online with the button below, and feel free to contact me with any questions.

New Financial Coaching Clients

 

Trailhead Session, $275

Get your questions answered & financial plan organized in this comprehensive offering

The Trailhead process begins before we meet, by gathering all the information and questions from you that we'll need to deliver a roadmap to your goals. After receiving your intake forms I'll even follow up with additional info I might need before we meet. After a two-hour, in-person strategy session, you'll also receive a follow up email with resources and info you'll need on your path. This session is a required step for those interested in longer-term coaching option. It is great for small business owners looking to get a handle on budgeting for both their personal and business life.

Bringing your entire financial picture to the table, we will: 

  • Assess your financial standing

  • Clarify your priorities for paying off debt and saving towards goals

  • Suggest ways to streamline your money-flow and bills to create ease in your money relationship

  • Teach you principles of money management that will lead to greater success and prevent hiccups in the future

  • Answer as many questions related to your financial life that we have time for, and send you relevant resources for them after the session


Financial Foundations Coaching Package

Three & Six month intensives for individuals, couples or small business owners

This process is a thorough revamping of not only your relationship with money, but with how you handle and manage it. You'll bring all your data and, yes, feelings about money to the table so we can rehab your current situation and proactively create behaviors that will lead you to where you want to be in 1, 5 or 10 years from now. Let's re-write your story about money into one where you are engaged, empowered, organized and even excited about what it does for you. 

  • 8 sessions spaced over three months, or 14 sessions spaced over six months

  • Email support between meetings

  • Interested? Schedule a free consultation to learn more.

 

Returning Clients


Ongoing coaching

This is a great option for those who have already completed a Trailhead Session or Foundations coaching package with me, and want to commit to progress and continued support.

  • Continues your progress with regular meetings, shared documents, accountability & support

  • Includes email support between meetings

  • Requires minimum 3-month commitment

  • Options from $65-$195/month depending on level of support.

You Need a Budget (YNAB) Specific Coaching

In-person or virtual screen-share sessions for YNAB help, $80

These sessions are perfect for those struggling to set up their YNAB budgets and who crave more support than they can find online. If you're already using YNAB to manage your finances and just need a regular accountability partner/problem solver, I'm here for that too. 

*After holding so many of these sessions, I find that it would truly benefit many people who use YNAB to go through my Trailhead session (above). The legwork there will enable you to set up your YNAB for success in the long-term. Unless signing up for a coaching program, these sessions do not include email support between meetings.


Share the gift of financial empowerment