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
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
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
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
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
IDEAL BALANCE 