Services
Money Mindset Program
This is a 4-month intensive program where you’ll get on track with every aspect of your finances - from budgeting to taxes to estate planning.
We’ll do a deep dive into your money story; honoring your past, acknowledging your present, and making a plan for your future.
Then, using what is most important to you, we’ll prioritize and make a plan to tackle ALL the technical stuff - like budgeting, taxes, debt, company stock, student loans, retirement saving, investing, insurance, etc.
At the completion of the program you’ll have all the financial basics in place and a confident mindset for your future money decisions.
If you want to DIY from here, you can. However, if you find you want your Money Person to continue to be on your team, this is an option once you finish the Money Mindset Program.
I can’t wait to be YOUR Money Person!
Money Mindset Program FAQs
What is the cost?
The Money Mindset Program costs 2% of your Annual Household Income
If you decide to continue after finishing the program, you’ll pay 2% of your Annual Household Income evenly over 12 months.
What does 2% of income mean?
Let’s look at an example:
Spouse 1’s salary is $100k, Spouse 2 makes $60k/yr; their annual household income is $160k making their Money Mindset fee $3,200 or $800 per month for 4 months.
After completing the program, their ongoing fee would be $3,200 for the next 12 months, or $266 per month.
How many meetings will I get?
We’ll meet for one-hour, five times, during the program.
If you become an ongoing client, we will meet as needed after that.
Why this approach?
Even if we make the perfect, technical, most analysis-driven financial plan, it won’t work for you, unless we match it to your values, help educate you, and shift your Money Mindset along the way.
More Money Matters
This is a one-time, hour-long, one-on-one session where you can get quick financial help. We’ll cover 2-3 of your most pressing money questions — giving you relief from the stress that comes with having to make money decisions you don’t feel confident making.
Before our session, you’ll provide the questions you’d like help with, and share specific money details relating to your financial questions.
During our meeting, we’ll tackle your questions together. This often looks like you logging in and screen-sharing, so that we really get shit done on our call. You’ll walk away feeling accomplished and confident that you’re making the right financial decisions.
More Money Matters FAQs
What is the cost?
$750/ session
What are typical session topics?
How do I invest my 401(k)?
Which health insurance option should I choose?
How much should I have in emergency savings?
Should I refinance my mortgage?
Who is this for?
This is the perfect session for someone who has a lot going on and isn’t ready to commit to the full Money Mindset Program. If you have a few questions you want an expert set of eyes to look at, but you’re still good DIY’ing, this is for you.