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Silver package

$375

per session:

Initial 90 minute consultation and plan of action

Develop a solid financial plan, so you are in control of your finances

Create Budget and Tracking System

Develop Debt Reduction Strategy

Initiate Saving and Investing Plan

Virtual One on One Weekly Meeting

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Gold packge

$1200

4 session package ( in one month)

Initial 90 minute consultation and plan of action

Develop a solid financial plan, so you are in control of your finances

Create Budget and Tracking System

Develop Debt Reduction Strategy

Initiate Saving and Investing Plan

Virtual One on One Weekly Meeting

Understand how investments work so you can do it yourself

Gain a better understanding of your retirement options

Ensure you're maximizing all of your employee benefits, including understanding all your options

Assistance with student loan debt management

Money behavior and mindset transformation

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Platinum package

$2,500

12 sessions (Sessions cover 3 months)

Initial 90 minute consultation and plan of action

Develop a solid financial plan, so you are in control of your finances

Create Budget and Tracking System

Develop Debt Reduction Strategy

Initiate Saving and Investing Plan

Virtual One on One Weekly Meeting

Understand how investments work so you can do it yourself

Gain a better understanding of your retirement options

Ensure you're maximizing all of your employee benefits, including understanding all your options

Assistance with student loan debt management

Money behavior and mindset transformation

Resource Optimization Session to make the most of everything you have (1-on-1)

One Accountability Strategy Session to ensure lasting behavior change (1-on-1)

Financial Peace Mini Retreat – a two-hour session via Skype where we celebrate our victories and tackle the tough stuff. Together we can chart your path out of money angst and into peace by completing my proprietary planning template.

BONUS – Two “emergency” 1-on-1 calls to get you through difficult situations or decisions

BONUS – Money Harmony Facilitated Conversation between you and someone you love

BONUS – Review session to celebrate progress and outline next steps for continued progress toward financial peace.