Services & Packages

Services and packages are tailored to meet your individual needs.

Workshops are by request and will occur if the minimum number of people sign-up

Discovery Session

Book a FREE Discovery Session, in-person or on Zoom, to learn more about how I can help reduce your financial stress and

create confidence with your money.

1 hour

Just A Budget

We will work together to create a budget that works for your individual goals and needs.

A portion of the cost can be credited toward any 6-week package, should you choose to learn more about using your budget and staying on track.

2 one-hour sessions + budget compilation

$175

Financial Foundations

We will discover your Money Personality and use that information to help you with healthy spending and saving habits, creating a reasonable budget, building credit, and other financial topics that you are interested in learning more about.

6 Sessions over 6 Weeks

$350

(can be split into 2 payments)

Debt Killer

We will discover your Money Personality, use that information to help you create a plan to pay-off your debt, and create healthier habits.

Let's get started on reducing the stress that

debt brings into your life.

6 Sessions over 6 Weeks

$350

(can be split into 2 payments)

Financial Advantage

Young adults, ages 18-25, who are working while still living at home, have a unique opportunity to start off on the right foot financially.

We will create a current budget and discuss what bills to expect when you live on your own, as well as information about building credit, improving your credit score, saving, and healthy spending.

Let's improve your financial confidence.

6 Sessions over 6 Weeks

$350

(can be split into 2 payments)

Launch Pad

Created for people who are entering, or already in college and are living on their own.

It is a shortened version of Financial Foundations with an emphasis on budgeting.

4 Sessions over 4 Weeks

$250

(can be split into 2 payments)

Money Basics Workshop

This interactive workshop covers the basics of budgeting, debt, saving, credit scores, loans, mortgages, and other personal finance information.

It can be tailored for middle school, high school, college, or any other ground wanting to become more knowledgeable and confident about money. Attendees will receive a workbook to take home.

1 or 2 hour workshops available

Pricing is based on group size

Couples

Couples can attend sessions together for a

small extra fee.

Both people need to be committed to attending every session and creating plans together.

$50 per extra person