One-Time Session

Ideal for clients interested in a "check up" session or to get some guidance on a specific topic. Perhaps you are looking for a review to ensure you are on the right track or want recommendations on how to tweak your finances further. There is always an opportunity to upgrade to the "Habit Builder" package if you desire. This is also great option if you want to dip your toe before committing to the habit builder.


Habit Builder

Looking for some long-term guidance on getting your finances in order? Want to work someone over months to learn healthy, positive lifelong financial habits? Feel like a one-time meeting is not sufficient for you? This service package is for you then! I call it the habit builder because we work together to build healthy financial habits for you to get out of debt and build wealth. This is the most popular option.

$749 for 6 months
or $124 monthly payments

Want to get started or just learn more?

What does the “Habit Builder” package include?

Tip: this is the package that all of my clients have chosen!
  • Up to two Zoom or phone call meetings a month (approx 1 hour in length each)
  • Ongoing assistance via email and/or text
  • Customized spreadsheets & analysis created for you, down to the paycheck level, based on your current expenses and expected spending so you have a clear path for your debt "snowball" each month, as well as ideas for recommended "sinking funds"
  • Accountability + advice on your situation
  • We work through your particular obstacles and difficult spots to get you on a path to financial freedom
  • Learn healthy lifelong financial habits

Hear what some of my clients are saying....

"Thank you for literally changing our lives..."

and we feel so good about what you have taught us in a few short weeks."

– Client E.

"A total game changer..."

...and while we still have a lot of debt left I almost feel like such a weight is lifted off of our shoulders already and our mental clutter is definitely gone! We still have a long way to go but I never thought we’d making progress this fast."

– Client S.

"I was not looking for a financial coach..."

but I am so glad that I stumbled upon the best one ever! I seriously doubt my husband and I would be where we are otherwise.

– Client C.

Interested to find out how this applies to your situation?