I offer everyone a complimentary 45-minute Financial Strategy session. After you fill out a questionnaire, we meet to figure out where you are in your financial life, identifying your goals, priorities, and individual needs. You will walk away from this with actionable recommendations for your financial life.
If you choose to become a client, you pay $100 per live hour of hands-on work. We’ve opted for simplified, affordable pricing because financial transformations don’t always fit into a neat little package. This rate also includes unlimited text and email support for the duration of our work together.
We currently offer a limited number of spots for need-based scholarship pricing. If you believe you may qualify for need-based pricing, please check out the scholarship application and apply here! If you want to talk things through first, book a Financial Strategy session and we can walk you through it.
If you would like to help sponsor a scholarship spot, please reach out directly to firstname.lastname@example.org.
|Financial Strategy session||Free!|
|Client session (hourly rate)||$100|