PACKAGES

We offer a variety of coaching packages to meet you where you are today in your financial journey.

 
 

THE BEGINNER’S KIT

The beginners kit is an introduction to personal finance. It is designed to start at the beginning - look at your full financial picture - assess debt, create a budget, and generate a plan to move forward. A questionnaire will be sent up front to list any concerns and the current financial situations. The kit consists of two sessions and includes the Budget Spreadsheet.

  • Session 1 - Two hour coaching session to review questionnaire and goals then start to build a customized game plan to success, including two action items for the client

  • Session 2 - One hour coaching session to review action items & budget and ask questions

THE INTERMEDIATE KIT

The intermediate kit is a deeper dive into financial terminology and creating efficiencies in your financial plan. This is a 90-minute session to address the following:

  • Maximize savings

  • Pay off debt

  • Learn about 401k, IRA/Roth IRA, HSA/FSA and more

THE ADVANCED KIT

The advanced kit is designed to cover more advanced financial strategies and move toward Retiring Early (RE). The advanced kit also includes the Travel Hacking Spreadsheet and the Net Worth Tracker Spreadsheet. This is a 90-minute session to address the following:

  • Net worth tracking

  • Backdoor Roth

  • Travel hacking

  • Roth conversion ladder

  • Other FI (Financial Independence) strategies

THE ULTIMATE KIT

The Ultimate Kit is a comprehensive kit encompassing all three service offerings to review your financials from start to finish and get you well on your way.

ONE HOUR SESSIONS

Ad Hoc One Hour Sessions can be purchased separately once one or all three packages has been purchased. Questions and topics are completely up to the client for the one hour length of the session.