1:1 Coaching
Work with me to start managing money like the 1%
$200 Per Session
Second Set of Eyes
$200
(Purchase qualifies you for a discount on other programs if we decide to keep working together)
We’ll begin with a assessment of your current financial situation and your mindset around money. From there, we’ll identify gaps, uncover opportunities, and focus the remainder of our time on creating personalized next steps to accelerate your path to financial freedom.
By the end of our session, you'll walk away with...
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Clear strategies to eliminate financial roadblocks and build positive habits
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An actionable long-term financial roadmap grounded in your personal values and goals
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Expert recommendations and answers to your most pressing financial questions
$175 Per Session
3 Month Crash Course
$525
per month for two months or $1,050 pay in full
Over the course of six bi-weekly sessions, we’ll work together to tackle the specific financial challenges standing in your way—whether it's budgeting, saving, or streamlining your accounts. You’ll also gain access to a curated set of tools designed to make managing your money easier, more intuitive, and more sustainable.
By the end of this program, you’ll have...
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A personalized Budget and Cash Flow Forecast tailored to your income, expenses, and goals
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A customized Debt Freedom Plan to help you reduce or eliminate liabilities strategically
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Optimized Financial Systems — including automation, tax-smart account usage, and a customized paycheck routine
$150 Per Session
24 Weeks to Wealth
$600
per month for three months or $1,800 pay in full
We’ll meet bi-weekly over 6 months to dive deep into every area of your financial life. Along the way, we’ll tailor your plan to your goals and provide the tools, strategies, and accountability you need to stay on track and build lasting momentum.
By the end of this program, you’ll have...
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Defined Savings Goals tailored to your life (Emergency fund, car, vacation, wedding, or other priorities)
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Investing guidance: Understand key asset classes, build your portfolio strategy, and start investing with confidence
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Comprehensive support in areas such as...
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First-Time Homebuying
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Career optimization
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Early retirement planning
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