Services
Express
One-time meeting to cover an essential topic
(1) – 90-minute virtual coaching session
Covers one topic of your choice:
Getting started as newlyweds
Monthly accountability
Expert review of your budget
Budgeting 101 for your working teen
You’re debt-free – now what?
…And much more!
Preferred
Your guide to financial freedom and peace of mind
Bi-weekly and as-needed virtual one-on-one personal financial coaching for 3 months
Custom financial plan tailored to your unique life circumstances
Lifetime access to online tools and videos available on any device
Navigating life’s curve balls
Planning for the unknown
Continuous support and accountability
Unlimited email contact