Ready for a four-month MONEY journey, consisting of 4 sessions, during which we’ll take a deep dive into your money story? Together, we will honor your past, acknowledge your present, and make a plan to get you to your ideal future.

Session 1: My Money

In this meeting we’ll explore your money history, review your current money-wellness, and uncover your unique Money Mindset — answering the question, “Why is money important to me?” .

Session 2: Own it

During this session, we’ll dive into how you use money month-to-month. We’ll make sure every dollar has a purpose as we create your ideal spending plan. You’ll walk away feeling in control of where your money is going.

Session 3: New Recommendations

On our call together, we’ll review and discuss your custom personal financial plan. This may consist of retirement projections, debt repayment plans, college planning, insurance analyses, estate planning recommendations, 401(k) asset allocations and more. You’ll be provided with actionable steps to get your finances on track with your Money Mindset & financial goals.

Session 4: Experience Implementation

During this meeting, we will start “getting shit done”. While some action steps may be easy for you to handle, others may require more guidance. We’ll share screens and start checking off your money to-do list on this call. I’ll be there to ensure you are confidently completing each of your action steps.

On-Going: Your Life

If you decide you still want your Money Person to keep you accountable and guide you through life transitions, we’ll discuss how to continue our relationship.

Pricing

Initial 4-Month Program Fee:

2% of Annual Household Income, paid over 4 months

For example your salary is $100,000 and your partner’s salary is $60,000, your annual household income is $160,000.

$160,000 x 2% = $3,200.

Your initial 4 month fee will be $3,200. You can pay the entire amount upfront, or pay evenly over 4 months.

$3,200 / 4 = $800/mo

Ongoing Fee:

2% of Annual Household Income, annualized

Using the same example above, here’s what that would look like:

At the conclusion of the Money Mindset Program, your $800/month fee would stop. If you chose to continue as an ongoing client, your new monthly fee would start: 2% of income, annualized.

$160,000 x 2% = $3,200

$3,200 / 12 = $266/mo