15 Minute Question & Answer Session - FREE
This 15 minute session is designed for us to get to know each other better, for us to learn a little more about your situation and needs, and for you to find out more about how we can help. To schedule your Q&A session, click here.
Financial Freedom Launch Party - $499

This virtual (online through video chat) session gives us an opportunity to do a “deep dive” into your finances. We’ll ask for some information ahead of time, and we’ll examine everything you send us to come up with patterns and suggestions. You’ll leave this session with an action plan, and a sense of freedom from anxiety over your finances. To schedule your Financial Freedom Launch Party, click here.

Goals & Dreams - $150/mo

This is our regular, monthly session. During our time together, we will work on your budget to establish a solid structure. We will help you overcome initial setbacks and the “motivation slump” that happens far too often. We’ll help you establish (and stick to) goals and milestones. And we’ll be here for you whenever you need to text, call, or email. To sign up for our Goals & Dreams package, schedule a 15 minute “Next Steps” phone call here.