Financial Coaching

Hourly sessions offfering personalized guidance. I help clients set clear financial goals, create effective budgets, manage debt, and develop sustainable money habits. I focus on education, accountability, and behavioral change, equipping clients with the tools and confidence to make informed financial decisions.

$125 hourly

Debt Management

I help individuals regain control of their finances. I work closely with clients to create personalized debt repayment plans and educate them on key behaviors to change. It includes two meetings, a documented plan, and a 30-day check-in.

$450

Financial Plan - Basic

For individuals/families focused on saving, budgeting, and building financial habits.

Net worth assessment

Budgeting & cash flow analysis

Investment & debt strategy

Basic retirement projection

Insurance needs review

You’ll Learn: How to save more, invest wisely, and manage debt efficiently.

$500 - Two meetings plus a documented plan

Financial Plan Individual

For the individual wanting to optimize wealth, taxes, and retirement.

Everything in Basic, plus:

Tax-saving strategies

Investment portfolio review

Detailed retirement projections

Estate planning guidance

Insurance & risk management

You’ll Learn: How to maximize tax efficiency, grow your portfolio, and plan for retirement.

$1600 - 1 year engagement

Financial Plan Family

For families optimizing wealth, taxes, and retirement.