$100 Initial consultation: During our first meeting, we will assess your current financial situation and discuss your long-term financial goals to determine if financial coaching is right for you.
$100 Follow-up / On-going Consultation: We will review progress made and adjust your customized financial plan. This option will also allow clients to transition into the next phase of their financial plan. At this meeting we may discuss any or all of the following services that we provide: Monthly Cash Flow Planning, Debt Reduction, Purchasing a home, building wealth, retirement planning, various insurances, college funding, financial communication between spouses, wills and estate planning, and Stewardship.
$200 Extended Consultation: We'll develop a customized plan specific to your needs in order to obtain your financial goals. Such financial plans may include discussions pertaining to the following topics: Monthly Cash Flow Planning, Debt Reduction, Purchasing a home, building wealth, retirement planning, various insurances, college funding, financial communication between spouses, will and estate planning, and Stewardship.
$35 Monthly budgeting Service: You send us your bills and let us know of any additional purchases. Then we'll do all the number crunching for you. After the zero based budget is complete, we'll email it to you so that any additional decisions can be made and then the budget will be finalized. From there, you'll have a written plan for your money before the month begins. This will enable you to trim off any frivolous spending habits as well as get you closer to your long term goals.
$300 4 Month Coaching Package: Buy this package and get the last month at no cost to you.
$1,000 12 Month Coaching Package: Buy this package and get the last two months at no cost to you. This plan is perfect when a long-term accountability partner is needed for ongoing consultation. Or maybe you want help saving for a new home. We will help you squeeze every extra dollar to get you to your goal as quick as possible.