Book an Appointment for Financial Coaching

🥇 GOLD — Financial Journey Coaching

$1,200 value — $750/year (Save $450)

12 private meetings to use within 1 year or less.

Best for:

Someone who is new to investing, wants long-term guidance, or wants help building their entire financial system step by step.

Your 12-Month Journey May Include:

Build Your Foundation

  • Understand your financial goals

  • Budget and cash-flow planning

  • Emergency fund

  • HYSA

  • Net-worth tracking

  • Up to 5-year financial planning

Protect Your Money

  • Debt and credit strategy

  • Life insurance basics

  • HSA education

  • Retirement account basics

  • Understanding taxes and investing

Start Investing

  • Open and understand a brokerage account

  • Roth IRA and retirement investing

  • Set up recurring investments

  • ETFs vs individual stocks

  • Risk tolerance

  • Dollar Cost Averaging

Learn to Invest Independently

  • How to research ETFs

  • How to research companies

  • TradingView basics

  • How to read company financial information

  • How to use DeafMoneyMoves Discord research

  • Create your own investing routine

Included Bonuses

  • 4 months FREE Patreon + private Discord access — Save $60

  • Monthly action plan

  • Progress reviews throughout the year

  • Free 30-minute financial planning call before starting

Goal:

By the end of the year, you should have a financial system in place and a better understanding of how to continue managing your money and investments independently.

Recommended for first-time investors and people who want ongoing accountability.

🥇 GOLD: Book with Financial Coaching

🥈 SILVER — Financial Progress Coaching

$600 value — $450/year (Save $150)

6 private meetings to use within 1 year or less.

Best for:

Someone who already has the basics in place but wants help improving specific areas.

We can focus on topics such as:

  • Budget planning

  • HYSA

  • Roth IRA

  • Brokerage account setup

  • Recurring investments

  • ETFs

  • Individual stock research

  • Understanding company financials

  • Life insurance basics

  • Retirement planning

  • Improving your current investing strategy

Goal:

Get guidance and accountability throughout the year without needing a meeting every month.

🥈 SILVER: Book with Financial Coaching

🥉 BRONZE — Financial Check-In Coaching

$400 value — $350/year (Save $50)

4 private meetings to use within 1 year or less.

Best for:

Someone who mostly manages their finances independently but wants occasional guidance and check-ins.

Possible topics include:

  • Portfolio education

  • Retirement accounts

  • Budget review

  • Investing strategy

  • ETFs and stocks

  • Financial goal check-ins

  • Company research

  • Questions about major financial decisions

Goal:

Stay on track and have someone to review your progress throughout the year.

🥉 BRONZE: Book with Financial Coaching

💬 ONE SESSION — Financial Consultation

$100 — 1 private meeting

One private consultation focused on one main topic or financial question.

Examples:

  • How do I start investing?

  • Roth IRA

  • Brokerage account

  • HYSA

  • Budgeting

  • ETFs

  • Stock research

  • Retirement

  • Life insurance

  • HSA

  • Understanding your current investments

Best for: Someone who has one specific question and doesn't need ongoing coaching..

💬 ONE SESSION: Book with Financial Coaching