The goal of financial coaching is to help you identify areas to improve your financial situation, gain confidence and adopt strategies to make better financial decisions that align with what you value going forward.
$1500 - 5 Sessions
$3000 - 10 Sessions
Consulting Sessions In-Person or Live Stream Video)
Yes
Yes
Diagnosis, Goal Prioritization, & Financial Action Planner
Yes
Yes
Financial Education Resources & Step–by-step Worksheets
Yes
Yes
Progress Tracking & Re-planning
No
Yes
Email Support Between Consulting Sessions
Yes
Yes
Personalized Written Plan
Yes
Yes
Updates
No
Yes
Hourly Coaching Rate
To best understand your needs and serve you, I suggest a minimum 3 sessions. However, we know everyone's budget is different and I am happy to support you with any consultation option you select.
