IDEAL BALANCE

Get healthy, get organized & get debt-free.

Financial Coaching Packages

One Time Intensive

$300

Ideal for clients who want a jumpstart on the budget and financial plan but who would rather take. a DIY approach after.

  • One 90-Minute Video or In-Person Coaching Session
  • Strategic 1, 5 & 10 Year Financial Plan
  • Financial Dashboard incl. Net Worth
  • Customized Zero-Based Budget
  • Customized Get-Out-Of-Debt (GOOD) Plan
  • Debt Payoff Tracker
  • Customized Automatic Bill Pay Plan
  • Customized Paycheck Plan
  • Customized Cash Flow Plan
  • 30 days of Email/Text support
purchase

Monthly Coaching

$165

Ideal for clients starting out on their financial journey and looking to build assets, reduce debt, or move forward to the next steps.

  • Two 45-Minute Video or In-Person Coaching Sessions per month
  • Goal Setting / Life Plan Exercise
  • Net Worth
  • Customized Zero-Based Budget & Accountability
  • Customized Get-Out-Of-Debt (GOOD) Plan
  • Debt Payoff Tracker
  • Customized Automatic Bill Pay System Set Up
  • Customized Paycheck Plan
  • Cash Flow Management
  • Habit Coaching
  • Ongoing Email/Text support
purchase

Grad Gift Special

$100

This package is ideal for young adults just starting out in life. We teach basics of personal finance and debt and create with them a budget and financial plan.

  • A Financial Dashboard including Net Worth
  • Zero-Based Budget for now & for the future
  • Student Loan / Cash Flowing College Plan
  • Cash Spending System & Habit Plan
  • Automatic Bill Pay Plan
  • Strategic 1, 3 & 5 year Financial Plan w/ Action Steps
  • 30 days of Email/Text support
purchase

Check Up

$125

Ideal for former clients who have had major or minor changes to their budget, income or stage of life and need a one-time check in, coaching & encouragement.

  • One 60-Minute Video or In-Person Coaching Session
  • Budget Check Up
  • Strategic Plan Analysis
  • 30 days of Email/Text support
purchase

Group Coaching

$30

Ideal for clients who have mostly mastered the financial basics we teach but would like continued coaching, encouragement and accountability.

  • Four 60-Minute Video Group Coaching Sessions per month.
  • Budget advice, accountability
  • Debt Payoff & Savings Trackers
  • Community of like-minded individuals on the same journey
  • Ongoing Email/Text support
purchase

Let’s do this!