Services

 
 

Let's find out what option would work best for you. 

 

 

Short-term sessions

Do you sort of know what you’re doing with your personal finances but just need some direction and help with a specific area? Our short-term sessions are perfect for you! Here are some of the popular topics we work on:

Tracking your money
Saving for your wedding
Saving for your first house
Reducing & managing debt

Here's what it includes:

  • Two hourly one-on-one sessions (in person or via Zoom)

  • Current financial review

  • Personalized action plan emailed after each session along with shared Google Sheet

  • Four 30 minute quarterly accountability follow-up calls for the next 12 months (in person or via Zoom) to ensure you are continuing to stay on track and answer any other questions that come up

 

Full service sessions

Do you feel stressed and overwhelmed with your personal finances and need guidance and accountability to help you get on track? If so, let's spend a little more time together to help you get there. 

Here's what it includes:

  • Five one-on-one sessions (in person or via Zoom)

  • In-depth financial analysis

  • Personalized action plan emailed after each session along with shared Google Sheet

  • Unlimited email support

  • Four 30 minute quarterly accountability follow-up calls for the next 12 months (in person or via Zoom) to ensure you are continuing to stay on track and answer any other questions that come up