Current Programs

Financial Clarity - A 90 minute where we will review your current financial situation and map out next steps to meet your financial goals. Cost - $250.

New Money Habits Program - After the Financial Clarity session, some clients opt to meet regularly to implement the recommended changes and create money habits that stick. Program length will be determined based on client needs and will be discussed at the conclusion of the Financial Clarity session. (Typically the recommendation is 6 months for clients with debt and 3 months for clients without debt.) The cost is $300 per month

Spending Review - If you would like to get clarity on your past spending but don’t know where to start, schedule a spending review. I will analyze and categorize your credit card and bank activity to help you to gain clarity on your spending habits. Cost will be determined based on client needs.

Customized Solution - If the services listed do not meet your needs, I am happy to work with you on a customized solution. Cost will be determined based on client needs.