Budget Review and Analysis: $325 (4 hours max)

•  Introductory conversation to discuss current money habits and goals (1 hour).

•  In-depth analysis of monthly income and expenses.

•  Personalized recommendations for meeting spending, savings, and investing goals.

•  Follow up meeting to discuss recommendation and implementation strategies (1 hour).

 Required before additional services listed below can be requested.

Cash Flow Coaching: $90/hr.

Check-in calls personalized to meet your specific needs.

•  Gain accountability for implementing recommendations.

•  Discover how to think and communicate about money in a positive, productive way.

•  Learn how to lessen guilt around spending.

•  Develop strategies for creating positive money habits.

Strategy Sessions: $120/hr.

 Get in-depth answers to your specific finance questions including:

•  Retirement Savings Review & Analysis

•  Education Savings & Spending

•  Investment Portfolio Review & Implementation

•  Credit Report Review & Strategies

•  Debt Repayment Schedules & Strategies

Special Project Sessions: $120/hr. (virtual) & $140/hr. (on-site as available)

 Large Purchase, Home Purchase, & Home Improvement Guidance.

•  Exploration and Analysis of all options.

•  In-person advocate (subject to availably).

**All services and prices are subject to change**