Financial Counseling Packages
Discovery Call
This call is a no-pressure way to talk about what’s really going on with your money—and see if coaching support feels right for you.
We’ll have a relaxed, one-on-one conversation where you can share as much or as little as you’d like. I’ll introduce myself, explain how I work, and walk you through what it looks like to get started with The Foundation: 90 Days to Financial Direction.
By the end of the call, you’ll have a clearer sense of what’s possible for you, how we could work together, and whether this program is the right next step. No pressure, no judgment—just an open space to get clarity and ask questions.
If it feels like a good fit, we’ll talk about what getting started would look like.
The Foundation: 90 Days to Financial Direction
You’ve tried budgeting apps and spreadsheets. They help for a week, then you’re right back where you started—frustrated, inconsistent, and unsure what to fix next.
This 90-day coaching program is for people who want real change. You’ll build a foundation for your finances that finally sticks—by aligning your money with your values, creating sustainable habits, and building a plan that fits your life.
In 90 Days, You’ll:
- Get clear on what actually matters to you (your goals come from your values)
- See your full financial picture so you finally know where your money goes
- Understand what’s working, what’s not, and what to do next
- Build a spending plan that feels flexible, realistic, and sustainable
- Develop habits that keep you consistent even when life happens
- This isn’t about perfection or restriction. It’s about progress and direction—one step at a time.
What’s Included
1:1 Coaching Sessions (3 total, 60 minutes each)
We’ll dig deep into your values, goals, and money habits to create a clear plan that makes sense for your life—not a cookie-cutter budget.
Weekly Check-Ins (10 total, 20 minutes each)
Quick calls to keep you accountable, troubleshoot challenges, and celebrate progress. You’ll always know what to focus on next.
Monarch Money Guidance
We’ll use Monarch Money to visualize your finances, track your goals, and stay organized. You’ll get full access during the program and guidance on how to continue afterward.
Simple, Practical Tools
You’ll receive my financial goal exercises and habit-building worksheets to help you stay consistent between sessions.
Who This Is For
This program is for you if:
- You’re tired of trying to “figure it out” on your own
- You’ve tried budgeting apps or spreadsheets that never stick
- You want clarity, direction, and accountability—not judgment
- You’re ready to create a plan that fits your real life, not an ideal one
If you’ve been stuck in the same financial cycle for too long, this is your reset.
Is This Program Right for You?
This program was designed for you if:
- You’re feeling overwhelmed, stuck, or unsure where to even begin with your finances.
- You know something needs to change, but you’re not sure what—or how.
- You want a calm, judgment-free space to get support from someone who actually listens.
- You’d feel better with a step-by-step plan and someone by your side to help you follow it.
Whether you’re trying to catch up on bills, rebuild your credit, stop living paycheck to paycheck, or just feel more in control, this program will meet you where you are.
No pressure. No perfection. Just a clear path forward, one step at a time.
Your Investment
$450 for 3 months of personal coaching
Pay in full or choose flexible payment options (Card, Apple Pay, Google Pay, Klarna, Link, Affirm, Cash App Pay).
This isn’t a quick fix—it’s the start of lasting change. You’ll leave with a plan, a system, and the confidence to keep going long after our time together.
Ready to start?
You don’t have to figure it out alone. Book your spot or schedule a free 30-minute discovery call to talk through your goals and see if this is the right fit.
This is your foundation—the first step toward a financial life that finally makes sense.
Click the button above to schedule your call. I’d be honored to help you achieve your dreams.