Package and Pricing Options

All programs are customized to address your specific needs and goals and we offer flexible pricing and package options to suit most situations. On this page you will find the resources and support provided at each coaching level.

Hourly Consultation
Coaching Packages
Life Stage Support

Hourly Consultation Options

For us to best understand your needs and serve you, we do suggest a minimum 3 hours of consultation. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.

Hourly Coaching Rate

$145hour
  • One-hour personal coaching session
  • General financial guidance
  • Educational resources

*We honor our service members. Military discount available.

Individuals & Couples: Coaching Package Options

For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.

Details Investment
Getting Started Coaching Package (video calls or in-person)
  • Includes basic diagnosis, goal setting, education resources, simplified personal financial plan report, action plan
  • 3 sessions is typically the minimum amount of engagement necessary to make meaningful impact on your financial picture
  • For those who want to solve a specific issue, learn basic personal financial principles, and get started on their path to financial peace
 3 Sessions $395
Ready. Set. Grow! Coaching Package (video calls or in-person)
  • Includes diagnosis, goal setting, education resources, progress tracking, email support, and full personal financial plan report with action plan
  • 8 sessions delivers you the full 8-step coaching process
  • For those ready to take command of their financial future and commit to making lasting change
 8 Sessions $995
Ready for Retirement Package (video calls or in-person)
  • Comprehensive retirement plan including in-depth analysis, multiple financial projections, and valuable insights
  • Access to retirement planning software
  • Covers topics such as tax strategy, net worth, income and expenses, withdrawals, legacy planning, and a ton more
  • Includes initial plan and a full year of email support to help you activate the plan
  • For those generally less than 10 years from retirement, or planning for early retirement, already have a good understanding of financial principles, and need a comprehensive retirement strategy
 Up to 12 Sessions $1,495
Ready Ready Bundle Package (video calls or in-person)
  • Combines all of the benefits of the Ready. Set. Grow! package and the Ready for Retirement package at a discounted rate
  • Financial coaching to educate and enable you to make good decisions, plus comprehensive retirement planning along with guidance to help you implement it
  • For those who are generally less than 10 years from retirement, or want to plan for an early retirement, and are seeking the knowledge, confidence, and guidance to make it happen
 Up to 12 Sessions $2,295

*We honor our service members. Military discount available.

Individuals & Couples: Coaching Package Options

For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.


 Details Investment
“Ready. Set. Grow.” Coaching Package (video calls or in-person)
Includes diagnosis, goal setting, education resources, progress tracking, email support, and personal financial plan report		 8 Sessions $995
Ready for Retirement Package (video calls or in-person)
Comprehensive retirement plan including in-depth analysis, multiple projections, and valuable insights. Covers topics such as tax strategy, net worth, income and expenses, withdrawals, legacy planning and much more		 2-3 Sessions $1295
Ready for Retirement Add-On
Discounted rate for “Ready. Set. Grow!” graduates		 $1095

*We honor our service members. Military discount available.

Individuals & Couples: Ongoing Maintenance / Life Stage Support

The goal of the coaching program is to help you strengthen your finances and gain confidence in your abilities to make qualified financial decisions. We are there if you need a check-in, answers to questions, or support with new financial life stages.

Ongoing Support Rate

$145hour

*Discounts over 5 hours. *We honor our service members. Military discount available..