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Service Descriptions

FREE

Includes a 15 minute phone call to discuss your financial concerns you are looking to solve.  At the end, we'll determine if I am a good fit for your financial journey.

How it works

1.

Schedule a time

2.

Discuss current financial challenges

3.

Are we a good fit?

Schedule next session!

Discovery Call

Kickstarter Session

$197

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.

How it works

1.

Schedule a time
Fill out initial forms

2.

One 2-hour session (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!

Session includes:

  • 2 hours of 1-on-1 time with me (virtually)

  • Gaining insights on your financial situation

  • Your Kickstarter Document: with clear next steps for your personal financial goals

+

Kickstarter PRO Session

$397

Initial session for solopreneurs and small business owners who want to uplevel their business and personal finances!  You will leave with a complete picture of what your finances look like as well as a plan on how to control your money.

How it works

1.

Schedule a time
Fill out initial forms

2.

One 2.5-hour session (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!

Session includes:

  • 2.5 hours of 1-on-1 time with me (virtually)

  • Gaining insights on your financial situation

  • Your Kickstarter PRO Document: with clear next steps for your personal financial goals

  • Your Kickstarter PRO Document: with clear next steps for your business financial goals

Family Walking

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!
 

 

At Family Wise Financial Coach, I help families find peace, clarity, and confidence with their money so they can live out what matters most.  My approach is rooted in grace, intentionality, and stewardship because money isn't just about math, it's about purpose.
Family Wise Financial Coach, LLC

 Becky@FamilyWiseFinancialCoach.com  |  Tel: 978-364-3334

Based in Southern New Hampshire

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