1:1 Coaching
Work with me to start living life on your terms.
$200 Per Session
Second Set of Eyes
$200
(Purchase qualifies you for a discount on other programs if we decide to keep working together)
For individuals who want a second opinion on their finances as well as recommendations for their next steps along the path to financial freedom.
I will provide a detailed assessment your current situation and mindset around money. We will spend the remainder of the session coming up with suggestions for your financial plan and answering any questions you may have.
What you get...
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Debt Elimination Plan
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Clear Savings Goals (Emergency funds, cars, vacations, weddings, etc.)
$175 Per Session
3 Month Crash Course
$525
per month for two months or $1,050 pay in full
For individuals looking to go over their financial position and goals in more detail. You will gain access to financial tools which I've curated to simplify things like budgeting, managing your money wtih ease, and tracking your progress over time.
Over the course of 6 bi-weekly sessions, we will address any financial obstacles (budgeting, debt, saving, account management, etc.) currently in your way.
What you get...
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Personalized Budget & Cash Flow Forecast
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Optimization of your financial accounts (Automation, Paycheck routine, Tax-efficiency, etc.)
$150 Per Session
24 Weeks to Wealth
$600
per month for three months or $1,800 pay in full
For individuals looking for a comprehensive overhaul of their finances. This option is best if you are looking to build a robust financial foundation with the confidence that you are on track with your long-term strategic goals.
We will meet bi-weekly over the course of 6 months in order to fundamentally change your financial trajectory in life. This package can be tailored to your specific circumstances to achieve whatever financial goals you may want to set.
What you get...
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Investing Guidance (Asset classes, Portfolio construction, etc.)
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In depth coverage of more strategic topics such as...
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First-time Homebuying (& House Hacking)
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Career Guidance
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Early Retirement (Calculate your FIRE number, etc.)
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If you think you're interested, but want to get more clarity about the program, feel free to schedule a FREE introductory call here: 30-Minute Introductory Session
Requirements...
- Main goal(s) should be related to things like Budgeting, Debt Elimination, Financial Account Optimization, etc.
- Available for video calls (8am-5pm ET)
- Must live in the USA and use USD
What I Provide...
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Honest Assessments - I will paint an accurate picture for you of your current financial situation.
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Actionable Guidance - YOU will be equipped with the knowledge and tools to improve your finances.
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Practical Feedback - We will work together on your customized financial plan.
What I DO NOT Provide...
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Dogmatic steps
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Doing the work for you
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Specific investing advice
