Simple Steps to Get Started…

  • Step 1

    Schedule a FREE 15-minute, no judgment, Q&A session.

  • Step 2

    Select a program that best fits your needs and desires (I’ll never recommend a package that I know you can’t afford).

  • Step 3

    Start your path towards generational wealth, financial wellness, and financial stability.

SCHEDULE A FREE CALL

Is financial Coaching right for you?

The answer is “Yes”, if any of these are true…

  • You're uncertain about where to start with your finances.

  • Despite earning a decent income, you find it challenging to save, invest, or manage debt.

  • You aim to strike a balance between enjoying life and maintaining financial responsibility.

  • You're seeking clarity on your spending habits and financial priorities.

  • You're determined to tackle debts such as student loans and credit card balances.

The “What’s first?” Program

Investment: $249

  • A single two-hour discovery session

  • Thorough financial evaluation

  • A financial roadmap tailored to your individual preferences, needs, and aspirations

  • Financial roadmap encompasses six months of income and expenditure guidance

  • Recommendations for managing debt and enhancing your credit score

  • Access to unlimited email support with a guaranteed response time of 48 hours for one week

  • Complimentary 30-day trial of Monarch Money

Five Pillar Programs

 

INvestment: $1,161

(Or 3 monthly payments of $387.00)

3-Month Program

  • All features included in the "What’s First?" Program

  • Three 60-minute virtual sessions weekly

  • An additional four bi-weekly 60-minute virtual sessions (totaling 8 sessions)

  • Virtual sessions encompass check-in and accountability calls

  • Detailed debt repayment strategy integrated into your financial roadmap

  • Unlimited emails with a guaranteed 48-hour response time throughout the program

  • Adjustments to your chosen financial roadmap as needed

  • Instruction on utilizing tools and resources for maintaining financial stability

  • Continuous support for any unexpected financial events (akin to having a lawyer on retainer)

  • Continued complimentary access to Monarch Money, a financial planning tool

InvestMent:$1,661

(Or 6 monthly payments of $276.83)

6-Month Program

  • Encompasses all features of the 3-Month program

  • Adds six more bi-weekly 60-minute virtual sessions (totaling 14 sessions)

  • Sessions dedicated to comprehending investment choices (such as 529 plans, 401K, Roth IRA, etc.)

My Approach

Personalized

Our initial session(s) will be dedicated to assessing your current financial wellness and creating a personalized financial roadmap to fit your unique needs and goals.

Targeted

Everyone has pain points when it comes to achieving financial wellness and stability. I’ll work closely with you to help identify and overcome your challenges.

Interactive

Since achieving financial stability is more than just “making more money”, I’ll be guiding you toward other helpful practices.