One size does not fit all, so we offer 2 ways to build on your knowledge, gain control over your finances, and reduce stress.

Group classes

This is an affordable way for organizations to support their team with valuable financial information that can be put into practice right away.  Topics include Budgeting Basics, Understanding Insurance, Financial Planning, and more.

Schedule a 20-minute takeaway session

Serving organizations that want to provide financial education to their team, but where time is short.  Classes focus on 1 topic that can be put into action right away.
$149 per session.

Some of the topics include

• Tips for paying off high interest debt
• Marriage and money
• Understanding credit and credit scores
• Budgeting-short version
• 401(K) mistakes and how to avoid them
• And more (Suggest a topic)…

Get the full story (45-60 minutes)

Attendees will come away with more knowledge and confidence in making sound financial decisions that can be put into practice immediately.
$275 per class of up to 15 people,  $350 for larger audiences.

Some of the topics include

• Budgeting Basics and more

• Understanding Insurance

• What is financial planning

• Buying vs. Renting

• And more…

One on One coaching

The Deep Dive—Establishing the Foundation –  $195
In this initial session, we will look at all of the details of the information you provided per the Checklist section.
At the end of this initial session, you will know exactly where you currently stand financially.

You will walk away with goals and tools to help you build a financial house that you might not think possible.

Plan on this meeting lasting at least 90 minutes. Checklist items need to be received at least 48-hours before the meeting in order to provide us enough time to do an in-depth analysis and make the most of our meeting.

Building your financial home –  $120/session

You will walk away from each session with more of the knowledge you need to make better financial decisions.  Goals and timelines will be set along the way.  Plan on each meeting to last 45-60 minutes.

How often we meet is up to you. Once a month is recommended in the beginning. In each session, you will sharpen your financial tools and gain the confidence needed to take control over your financial decisions.

​Our goal is to empower you to make good financial decisions with confidence, so there is no attempt to keep you coming back again and again.

Invest in yourself for less than the average monthly cable bill!

To make an appointment or to schedule a 15-minute consult to see if coaching makes sense to you please complete the contact information with days and times that work for you.  You can also call 614-245-5550.