Foundation Phase Enrollment
You're Ready. Let's Begin.
Choose the payment option that fits your moment. Same Foundation Phase experience, your pace on the money side.
Paid in Full
One single payment. Save $50.
$849
Complete Foundation Phase program
- ✓3 sessions over 6–8 weeks
- ✓Written action plan after session one
- ✓Cash flow setup via Monarch Money
- ✓Debt paydown strategy
- ✓Emergency fund & insurance review
- ✓Client portal + pulse checks
- ✓Email support throughout
3-Month Plan
Easier on cash flow. Same program.
$300/month
3 monthly payments — auto-stops after payment 3
- ✓3 sessions over 6–8 weeks
- ✓Written action plan after session one
- ✓Cash flow setup via Monarch Money
- ✓Debt paydown strategy
- ✓Emergency fund & insurance review
- ✓Client portal + pulse checks
- ✓Email support throughout
What Happens After You Enroll
- 1
Sign your Financial Planning Agreement
Takes under 2 minutes. Outlines scope, confidentiality, and responsibilities.
- 2
Complete your comprehensive intake
42 questions delivered one at a time. Set aside 20–30 minutes in a quiet moment.
- 3
Book your onboarding call
Once your agreement and intake are in, I send your booking link within 24 hours.
- 4
Begin the work
Three sessions over 6–8 weeks. A written action plan built around your numbers.
Not quite ready? Start with a consultation.
If you want to talk first, book a no-pressure consultation — we'll see if Foundation is right for you.
Book a Consultation