1:1 Planning
Foundation First. Everything Else Follows.
Every client starts with Foundation — because you can't build wealth on sand. From there we move at your pace, based on your goals and your life.
The consultation is a real conversation — to make sure 1:1 planning is the right fit for where you are. If the self-paced course is a better match for your timeline or goals, we'll tell you that too.
Foundation Phase
For individuals and couples ready to get their financial house in order.
This is where real financial transformation begins. We get clear on your full picture, build your strategy, and set the foundation everything else will grow from.
$1,299
or $1,399 over 3 months (~$467/month)
What's Included
- ✓Personalized intake and financial assessment
- ✓3 sessions over 6–8 weeks
- ✓Written action plan delivered after session one
- ✓Cash flow visibility setup
- ✓Debt inventory and paydown strategy
- ✓Emergency fund and protection review
- ✓Life insurance assessment
- ✓Client portal: secure document vault, action plan access, task tracker, session notes, and secure messaging
This is right for you if:
- —You want to finally see your full financial picture clearly
- —You're carrying debt and want a real strategy
- —You don't know where your money goes every month
- —You're ready to do the real work
Building Phase
For clients who have completed Foundation and are ready to grow.
Once the foundation is solid, we shift focus to growing your wealth — intentionally, strategically, and on your timeline.
$249/month
Month-to-month. Cancel anytime with 30 days notice.
What's Included
- ✓Goal-based financial planning
- ✓Investment education and self-directed portfolio guidance
- ✓Retirement contribution strategy
- ✓Big purchase planning — home, car, education
- ✓Ongoing monthly or quarterly support
- ✓Continued client portal access
Ongoing Support
For clients who want a trusted advisor in their corner long term.
Life changes, and so should your plan. Ongoing support keeps you accountable, informed, and always moving forward.
$99/month
Month-to-month. Cancel anytime with 30 days notice.
What's Included
- ✓Quarterly or semi-annual check-ins
- ✓Up to 1 call a month to discuss life updates as needed
- ✓Priority email support anytime
- ✓Plan updates as your life changes
- ✓Accountability and continued education
- ✓Full client portal access
Your future self will thank you.
The best time to start was yesterday. The second best time is right now.
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