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.
New Financial Coaching Clients
Trailhead Session, $275
***Currently offered at $225 through October, use coupon code 5050 at checkout
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 usually a required step for those interested in a 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.
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
$125/mo for 75-minute meeting w / support, $195/mo for 2 60-minute sessions w/ 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.