Benefits

True financial advice isn't about buying a particular financial product, and it isn't just about investing. Money impacts every aspect of your life, and every life goal you have has a monetary component.

Think about any of your dreams and fill in the blank: I wish I could do that, but _____. If you said "I don't have enough money," then financial coaching can help.

Keeping More of Your Money

You'll keep more of your money with expert cash flow analysis, budgeting assistance, debt management, and strategically lowering expenses. 

Increasing Your Income

You can't build wealth by cutting expenses alone. Get help with increasing income through career planning and mentoring, exploring entrepreneurship, and building income-producing assets. 

Achieving Your Goals

Ultimately, the purpose of all of this is to help you accomplish your goals, whether they are planning for retirement, buying a home, funding a child's college education, or taking a family vacation. 

Pricing

Pricing for financial coaching services is designed for those looking to build wealth at the beginning stages of their financial journey. We don't take commissions or kickbacks from any other company, so our complete loyalty is to you, our client.

One-Time Plans

Purpose Plans

Get a single personal finance question answered for a one-time fee of $500. Your plan will include a detailed financial analysis, options for how to accomplish your goal, and a recommended course of action. Learn More →

Financial Foundation Plans

You can also get a Foundation Plan covering your budget, net worth statement, cash flow analysis, and a debt analysis for $800 ($900 for couples). Learn More →

Ongoing Financial Coaching

Coaching clients have your initial Purpose Plan or Foundation Plan fee reduced by 30% to start and $100 per month for ongoing coaching. The monthly fee includes all future Purpose Plans, coaching meetings, monthly coaching e-mails, and all other coaching services at no additional cost. 

Coaching Lite

If you're just starting out on your financial journey, Coaching Lite fee is designed for students and recent graduates at $35 per month after your first Purpose Plan or Foundation Plan. The monthly fee includes an annual Purpose Plan, monthly coaching emails, and all other coaching lite services at no additional cost. 

Free Coaching Call

If you are interested in receiving personal coaching on achieving your goals, please contact us to schedule a free half-hour coaching call. During the call, we will talk about your goals and begin to discuss a plan for how you can achieve them.

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