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Service Descriptions
Kickstarter Session
$189
Initial session for someone who wants guidance on what financial success looks like. You will leave with a complete picture of what your finances look like as well as a plan on how to control your money.
Session includes:
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2 hours of 1-on-1 time with me (in person or virtual)
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Getting organized
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Gaining insights on your financial situation
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Learning main areas of focus
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Identifying key action steps
How it works
1.
Schedule a time
Fill out initial forms
2.
One 2-hour session (in person or virtual)
We'll identify key challenges and priorities
3.
You will Implement action items, tips, and suggestions to get you on your way to financial success!
Optional
Learn more about other packages available for ongoing financial success!
Family Wise Programs
Price Varies
Programs are available to those who have completed the Kickstarter Session and are looking to continue their financial journey to gain momentum for long-term success!
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