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An option for everyone
All services are refundable within five days of purchase. Please note that the first 1-on-1 coaching meeting also includes a one-time Onboarding Fee.Pricing
Coaching
Comprehensive Financial Plan
$1000 (+$250 Onboarding Fee)
Achieve a crystal-clear understanding of your financial situation and discover the three most impactful steps you can take to accomplish your goals.
- 1:1 Coaching
- Personalized Financial Plan
- 1.5 Hour Coaching Session
- Fiduciary Level Advice
- Additional meetings for $500
Continuous
Ongoing Financial Planning
$2000 - $6000 (+$250 Onboarding Fee)
Book your quarterly or monthly coaching sessions now to receive tailored guidance for overcoming life's intricate challenges.
- Ongoing Financial Coaching
- Guaranteed Quarterly or Monthly Meetings
- Results Coaching and Accountability
- Lessons Tailored to You
- $500/meeting
Community
Calendar Club
Starts at $49/month(Other pricing options available)
Don't lose a beat throughout the year. Our monthly webinars will show you the steps you need to steadily optimize and improve your finances.
Pricing options:
-Monthly: 49/mo
-Quarterly: 135/quarter
-Annual: 479/year
- Group Coaching
- Recorded so it fits in your hectic schedule
- Turn knowledge into action
- Join a community of achievers
Free
Gig-Workers' Tool Kit
Free
Discover what it's like to work with a financial advisor, and how you can create financial stability while you're in the grind.
- Useful Tax Deductions
- Investing for Gig-Workers
- Turn knowledge into action
- Join a community of achievers