Build a clear financial plan, improve your money habits, and learn how to manage your investments with confidence.

Whether you're starting from zero, have money sitting in savings, or already invest but aren't sure what to do next, we'll build a plan based on your goals.

Not sure which coaching plan is right for you?
Book a free 30-minute planning call and we'll talk about your goals before you decide.

More Details About Gold, Silver & Bronze Consultation Plans

🥇 GOLD — Financial Journey Coaching

$1,200 value — $750/year (Save $450)

12 private meetings to use within 1 year or less.

This coaching is designed to support your financial journey and help you build a plan around your goals, interests, and long-term vision.

We can work together on areas such as:

• Budgeting

• Saving

• Investing

• Retirement

• Brokerage accounts

• Roth IRA

• HYSA

• ETFs and stocks

• Long-term financial planning

Not sure if Gold is right for you?

Book a 30-minute consultation with me first. We’ll talk about your financial goals and see if this coaching plan is a good fit for your journey.

[Book 30-Minute Consultation]

I think “support your financial journey and help you build a plan around your goals” sounds better than listing too many promises. It keeps Gold flexible and personalized.

🥈 SILVER — Financial Progress Coaching

$600 value — $450/year (Save $150)

6 private meetings to use within 1 year or less.

This coaching is designed for someone who already has some financial knowledge but wants support improving specific areas.

We can work together on areas such as:

• Budgeting

• Saving

• Investing

• Retirement

• Brokerage accounts

• Roth IRA

• HYSA

• ETFs and stocks

• Long-term financial planning

• Building a stronger financial strategy.

Not sure if Silver is right for you?

Book a 30-minute consultation with me first. We’ll talk about what you want to improve and see if this plan fits your needs.

🥉 BRONZE — Financial Check-In Coaching

$400 value — $350/year (Save $50)

4 private meetings to use within 1 year or less.

We can work together on areas such as:

• Budgeting

• Saving

• Investing

• Retirement

• Brokerage accounts

• Roth IRA

• HYSA

• ETFs and stocks

• Long-term financial planning

• Building a stronger financial strategy.

We can focus on topics such as Not sure if Bronze is right for you?

Book a 30-minute consultation with me first. We’ll talk about your goals and see if quarterly coaching makes sense for you.

💬 ONE SESSION — Financial Consultation

$100 — 1 private meeting

This session is designed for someone who has one specific financial topic or question they want to focus on.

Possible topics include:

• Budgeting

• Saving

• Investing

• Retirement

• Brokerage accounts

• Roth IRA

• HYSA

• ETFs and stocks

• Long-term financial planning

• Building a stronger financial strategy.

• Another financial goal.

  Not sure what you want to discuss?

Book your session and let me know what you want help with before we meet so we can use our time effectively.

[Book One Session]

I’d keep all four cards short like this on the website. The detailed topic list can stay behind a “Read More” button so the page stays clean and easy to compare.