Money Clarity - Get a clear picture of your finances and a personalized strategy to move forward. In this two-hour session, we’ll review your current financial situation and create a practical plan to help you reach a specific goal, whether it's tackling debt, adjusting your budget for a life change, or learning how to manage money without tracking every dollar.

You'll complete a short intake form beforehand so we can dive straight into what matters most.

Investment is $299.

New Money Habits Program - After the Money Clarity session, some clients opt to meet regularly to implement the recommended changes and create money habits that stick. Financial coaching program length will be determined based on client needs and will be discussed at the conclusion of the Financial Clarity session.

Typically, the recommendation is six months for clients with consumer debt and three months for clients without consumer debt.

Program details and pricing will be reviewed at the conclusion of the money clarity session.

Financial Foundations - A one-hour session geared toward college students and recent grads. Topics include: Understanding the impact of interest, building a basic budget, saving for a flexible future and negotiating with confidence.

Investment is $199.