Hourly Consultation Options
For us to best understand your needs and serve you, we do suggest a minimum 3 hours of consultation. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.
Hourly Coaching Rate
- A 60-minute private coaching call: We’ll dive into your financial concerns and goals—whether it’s budgeting, debt, savings, business finances, cross-border planning, ororganizing your financial life.
- Pre-session intake review: You’ll complete a short intake form so we can tailor the session to your needs. Your assigned consultant will review this before the call to makesure our time is laser-focused and delivers maximum impact.
- Personalized action steps & follow-up summary: After the session, you’ll receive a written summary with clear, actionable next steps based on our conversation—so you leave with direction, not just ideas.
- Judgment-free support rooted in clarity & empowerment: This is a safe space to talk about money—no shame, no jargon, just honest guidance to help you move forward with confidence.
*We offer sliding scale rates to support those experiencing financial hardship, especially individuals affected by recent mass layoffs or career transitions. If our rates feel out of reach for you right now, please contact us at [email protected]. We have a limited number of reduced-rate sessions available each month. No proof required, just honesty and mutual respect.
Individuals & Couples: Coaching Package Options
For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.
| Package | Details | Investment |
|---|---|---|
| The Aligned Finances Program – A full-spectrum financial coaching program designed to help you gain clarity, reduce stress, and confidently align your finances with your ideal life. Ideal for individuals or families looking for deep transformation and sustained support over 12 sessions. | 12 Sessions | $2,700 if paid in full or 3 installment payments of $945 each |
| The Momentum Program – Perfect for those who’ve already done some work or want focused guidance over a shorter timeframe. In 6 sessions, we’ll clarify goals, refine systems, and make tangible progress toward financial wellness. | 6 sessions | $1350 if paid in full or 2 installment payments of $710 each |
| Financial Hygiene Check-In – Designed to help you get organized and set up smart systems. This 3-session mini-series will review your current financial picture, identify gaps, and create routines for sustainable success. | 3 sessions | $675 |
| Budget Review & Written Feedback – Submit your budget or financial snapshot and receive written feedback and tailored suggestions—no call required. Ideal for those who want guidance but aren’t ready for a coaching session. | Written feedback | $150 |
| Financial Foundations for Entrepreneurs – A coaching package designed for small business owners who want clarity and control over their business finances. Both options include custom templates and tools. 3 Sessions – Focused support to help you get organized, clarify business expenses, and develop a basic system. 6 Sessions – A deep dive into budgeting, pricing strategy, quarterly planning, and separating personal and business finances. | 3-6 sessions | 3 sessions – $750
6 sessions – $1500 if paid in full or 2 installment payments of $790 |
| Global Clarity Package – Financial coaching for expats, remote workers, and global professionals navigating cross-border complexities. Both options include custom templates and tools. 3 Sessions – Ideal for recent relocations or financial resets abroad. We’ll focus on organization, currency management, and near-term clarity. 6 Sessions – Comprehensive guidance to include multi-currency budgeting tools, email support, and strategic planning for cross-border living. | 3-6 sessions | 3 sessions – $750
6 sessions – $1500 if paid in full or 2 installment payments of $790 |
*We offer sliding scale rates to support those experiencing financial hardship, especially individuals affected by recent mass layoffs or career transitions. If our rates feel out of reach for you right now, please contact us at [email protected]. We have a limited number of reduced-rate sessions available each month. No proof required, just honesty and mutual respect.
Individuals & Couples: Coaching Package Options
For those who want to take a deep dive into their finances and receive guided support at each step, we recommend our coaching packages. These packages are designed to clarify your current situation and work with you to address every area of your finances you seek to strengthen.
| Package | Details | Investment |
|---|---|---|
| The Aligned Finances Program – A full-spectrum financial coaching program designed to help you gain clarity, reduce stress, and confidently align your finances with your ideal life. Ideal for individuals or families looking for deep transformation and sustained support over 12 sessions. | 12 Sessions | $2,700 if paid in full or 3 installment payments of $945 each |
| The Momentum Program – Perfect for those who’ve already done some work or want focused guidance over a shorter timeframe. In 6 sessions, we’ll clarify goals, refine systems, and make tangible progress toward financial wellness. | 6 sessions | $1350 if paid in full or 2 installment payments of $710 each |
| Financial Hygiene Check-In – Designed to help you get organized and set up smart systems. This 3-session mini-series will review your current financial picture, identify gaps, and create routines for sustainable success. | 3 sessions | $675 |
| Budget Review & Written Feedback – Submit your budget or financial snapshot and receive written feedback and tailored suggestions—no call required. Ideal for those who want guidance but aren’t ready for a coaching session. | Written feedback | $150 |
| Financial Foundations for Entrepreneurs – A coaching package designed for small business owners who want clarity and control over their business finances. Both options include custom templates and tools. 3 Sessions – Focused support to help you get organized, clarify business expenses, and develop a basic system. 6 Sessions – A deep dive into budgeting, pricing strategy, quarterly planning, and separating personal and business finances. | 3-6 sessions |
3 sessions – $750 6 sessions – $1500 if paid in full or 2 installment payments of $790 |
| Global Clarity Package – Financial coaching for expats, remote workers, and global professionals navigating cross-border complexities. Both options include custom templates and tools. 3 Sessions – Ideal for recent relocations or financial resets abroad. We’ll focus on organization, currency management, and near-term clarity. 6 Sessions – Comprehensive guidance to include multi-currency budgeting tools, email support, and strategic planning for cross-border living. | 3-6 sessions |
3 sessions – $750 6 sessions – $1500 if paid in full or 2 installment payments of $790 |
*We offer sliding scale rates to support those experiencing financial hardship, especially individuals affected by recent mass layoffs or career transitions. If our rates feel out of reach for you right now, please contact us at [email protected]. We have a limited number of reduced-rate sessions available each month. No proof required, just honesty and mutual respect.
Individuals & Couples: Ongoing Maintenance / Life Stage Support
The goal of the coaching program is to help you strengthen your finances and gain confidence in your abilities to make qualified financial decisions. We are there if you need a check-in, answers to questions, or support with new financial life stages.
Ongoing Support Rate
- For returning clients who’ve completed a coaching package. These 50-minute check-ins are perfect for maintaining progress, adjusting your plan, and getting fresh guidance as life evolves. Includes session summary and updated action steps.
- Annual Alignment Package – $810/year for returning clients who have completed a coaching package. Stay on track with 4 seasonal check-ins to adjust your plan, revisit goals, and respond to life’s changes. Each session includes a follow-up summary and updated action steps.
*We offer sliding scale rates to support those experiencing financial hardship, especially individuals affected by recent mass layoffs or career transitions. If our rates feel out of reach for you right now, please contact us at [email protected]. We have a limited number of reduced-rate sessions available each month. No proof required, just honesty and mutual respect..