Offers & pricing

Getting started

The Financial Strategy Session is a comprehensive, strategic deep dive into your financial life. After our session, you will receive detailed, actionable, written recommendations for your financial future. This 90-minute session is $250.

If you’d like to focus less on the whole picture and more on what you need to do right now, the Next Right Thing session is for you. We take a holistic look at your financial life, and use that information to identify your top short-term priority. This 45-minute session is $100, and is ideal if you want to roll into one of our monthly plans.

Both session types give you a customizable client tool that captures what we discussed and gives you key support for your next steps. You can find a little more detail and how to book here.

1:1 Work

We currently offer three options for 1:1 work:

  • Monthly Money Dates: high-touch, high-accountability individual support for building a healthy budgeting practice. This plan is $200 per month for 2-3 budget-centric meetings per month.
    • In the first month, each meeting is 1 hour; after the first month, meetings are typically only 30 minutes.
    • Although I do not require a commitment, I encourage you to plan for at least three months of work to make the transformation stick.
  • Monthly VIP Plan: high-intensity support (up to 4 hours), ideal for big life transitions and transformations. Pricing starts at $400 per month.
  • The hourly rate for a la carte support (including research) is $200.

Accessibly-Priced Offers

  • You can join the waitlist for my Mindful Money hybrid small group/individual program. Pricing for this program starts at $50/mo for solo households, and $75/mo for couples practicing shared finances. Clients each receive one 30-minute private session per month, in addition to the group session.
  • You can become a paid subscriber here. Just $5 a month gives you access to monthly Office Hours, a drop-in coaching session where I will give you as much VIP attention as time allows.
  • If you would like to be notified about other accessibly-priced and free offerings, please fill out this form. We’re working on some DIY/self-paced content options, so stay tuned!

Small Business Services

We offer special services for solopreneurs and small business owners.

  • If you need help creating healthy boundaries and systems for both business and personal finances, our 6-month intensive will organize and empower your full financial picture, managing risk so you can truly shine — and live your values.
    If you are a small business owner who is excelling in your zone of genius but feel overwhelmed by managing your business and personal finances, this is for you. Pricing starts at $400 per month and may increase based on the complexity and intensity of your situation.
  • We also support small business owners who want to improve their business’s sustainability practices around governance, community, environment, workers, and customers. Whether you are interested in applying for a third-party seal of approval like B Corp Certification or simply want to implement best practices and use your business as a force for good, this is for you. Pricing depends on scope and will be tailored to your goals and needs.

Sliding-scale pricing is available for purpose-driven and underserved business owners.

If you want to talk things through first, if you can’t find an appointment time that works for you, or if you would like to support my mission of accessible financial knowledge and resources, please book a discovery call or write to hi@fortunamoney.com.