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Services and Programs

TRANSFORM YOUR FINANCIAL FUTURE

1:1 Financial Coaching Services

Start with FREE Consultation

FREE Fiscally Responsible Consultation

Duration: 15 minutes
Price: FREE

Description: A brief, no-obligation conversation to understand your current financial situation and biggest money challenges OR to discuss speaking engagement opportunities for your organization, event, or group. For coaching prospects, we'll discuss your goals, identify immediate priorities, and determine if the Fiscally Responsible Money Talk or Deep Dive would be valuable for your specific situation. For speaking inquiries, we'll explore how I can add value to your event and audience. Perfect for getting acquainted and seeing if we're a good match to work together.


What You'll Get:

  • Quick assessment of your financial priorities OR event needs
  • Clear recommendation for your next step
  • Qualification for coaching services or speaking engagement discussion

Book Free Consultation

30-Minute Fiscally Responsible Money Talk

Duration: 30 minutes
Price: $25 (Special 2025 Pricing - Normally $47)

Description: This is for you if you feel overwhelmed by your finances, want to stop living paycheck to paycheck, dream of building wealth, need a clear roadmap to financial freedom, or feel stuck in your money journey. Transform your financial future through a personalized financial assessment, expert financial coaching guidance, and custom action plan creation.


Perfect For:

  • Quick wins on specific financial questions
  • Testing out coaching before committing to longer programs
  • Getting unstuck on one particular money challenge


What You'll Leave With:

  • Concrete action steps for your specific situation
  • Clarity on your next financial priority
  • Confidence to move forward

Book Money Talk

The Fiscally Responsible Deep Dive Session

Duration: 90 minutes

Investment: Discussed during consultation


Description: This comprehensive financial coaching session is where real financial transformation begins. We'll conduct a complete financial health assessment, uncover the root causes of your money challenges, and create a personalized roadmap for achieving your financial goals. This isn't just about numbers—we'll also address your money mindset and the habits that have been keeping you stuck.


What We'll Cover:

  • Complete financial health assessment (income, expenses, debts, savings)
  • Goal clarification and prioritization
  • Money mindset evaluation
  • Personalized action plan with timeline
  • Resource recommendations and tools
  • Clear next steps for continued progress


You'll Leave With:

  • A comprehensive understanding of your financial picture
  • Clarity on your biggest opportunities for improvement
  • A step-by-step action plan tailored to your situation
  • Confidence and motivation to take control of your finances

Book Deep Dive

Fiscally Responsible 'Financial Goal Getter' 6-Month Program

Duration: 6 months - Easily extendable based on your evolving goals
Investment: Custom pricing based on your needs


Prerequisites: Completion of The Fiscally Responsible Deep Dive  Session 


Description: This is where lasting financial transformation happens. Building on the foundation established in your Deep Dive session, this program takes you through six months of intensive coaching to completely revolutionize your relationship with money and achieve goals that once felt impossible. Your personalized roadmap from the Deep Dive becomes the blueprint for your transformation journey.


Program Includes:

  • 6 monthly 60-minute coaching calls (Months 1-6 following your Deep Dive)
  • Implementation of your personalized financial plan from Deep Dive
  • Weekly accountability check-ins via email/text
  • Access to financial planning templates and tools
  • Emergency email support between sessions
  • Monthly progress assessments and plan adjustments
  • Seamless extension options for continued growth and new goals


Perfect For:

  • Individuals ready to make serious financial changes
  • Those who have completed their Deep Dive and want ongoing support
  • People who want accountability to implement their financial roadmap
  • Anyone ready to transform their Deep Dive insights into lasting results
  • Long-term thinkers who understand wealth-building is a journey


Payment Structure:

  • Deep Dive Session: $347 (90-minute foundation session)
  • Monthly Coaching: $200/month for 6 months ($1,200 total)
  • Total Investment: $1,547 for complete transformation


Program Focus Areas:

  • A fully funded emergency fund
  • Clear debt payoff plan (or be debt-free)
  • Automated savings and investment systems
  • Sustainable budgeting habits
  • Improved credit score
  • Clear path to your long-term financial goals
  • Unshakeable confidence in your money decisions
  • Foundation for continued financial growth

Get Started
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