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
- 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 | |
|---|---|---|
| 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 Includes initial plan and a full year of support |
Up to 12 Sessions | $1,495 |
| Ready for Retirement Add-On Discounted rate for Ready. Set. Grow! graduates |
$1,295 |
*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
*Discounts over 5 hours. *We honor our service members. Military discount available..