Monthly Plans

Photo by Bich Tran on

Maybe you want powerful accountability and support for healthy new financial habits. Maybe you’re feeling overwhelmed by the financial side of a big transition — marriage, having kids, divorce, or managing a loss in your family.

Maybe you need both — you find yourself moving into a new chapter of your life with major financial impacts, and that means you need help with your day-to-day money management.

If this sounds like you, you don’t have to deal with it alone. And if you want more support than just one session per month, you can opt for our flat-fee monthly plan, which turns me into your on-call best financial friend/hype woman/ruthless Valkyrie, depending on your situation.

The monthly plan starts at $300 and includes up to 6 hours of support from me per month, tailored to your needs. This may take the form of live meetings, or of ongoing expert research and output from me on the issues that matter most to you:

  • Figuring out how to combine finances or create financial transparency as a couple preparing for marriage, to include support for crafting a prenuptial agreement
  • Crafting a fair and equitable financial settlement proposal for a divorce
  • Joining you on calls with other professionals who are supporting you (attorneys, lenders, realtors…) to serve as your second brain/extra eyes
  • Reviewing assets, accounts, and benefits so you understand what your options are for big changes
  • Identifying and prioritizing your big financial to-dos
  • Analyzing your spending history so you can create a realistic budget for your new chapter
  • Regular budget meetings to help you build day-to-day money management methods that support your goal and your new life

If you need more support than our base plan, we can customize a solution that fits your needs. Monthly plans are also eligible for sliding-scale/scholarship pricing. If you think you might qualify, please check out our short and easy application.

Monthly plan members receive expanded self-schedule calendar access and ongoing unlimited text/email support. If you think a monthly plan might fit your needs, email and we’ll get you set up!