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 or two sessions per month, you can opt for our flat-fee monthly VIP plan.

The VIP plan starts at $400 and includes up to 4 hours of support from me per month, tailored to your needs. This may take the form of live meetings, or 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
• All of this, plus the opportunity for 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 hours of support than our base plan, we can customize a solution that fits your needs. VIP plan members receive ongoing unlimited text/email support.

I take on a very limited number of VIP clients to ensure I can give you the full VIP treatment. If you think a monthly VIP plan might fit your needs, email hi@fortunamoney.com and we’ll get you set up!