Get the answers you need with a Quick Start Plan
here's what's included:
• Cash flow, savings, debt, budgeting, net-worth
• Student loan debt
• Employee equity
• Insurance/risk management
• Investment education
• Retirement planning
• Estate planning (ensure your basic documents are in place)
• Tax planning
• General financial education
• And anything else top of mind
This is best for people wanting a full comprehensive financial life plan. You receive clear recommendations, action steps, and ongoing help putting the plan in place.
Ready to MAKe A LIFE CHANGE? THIS IS A LIFE PLAN MEANT TO COVER ALL YOUR BASES
• Cash flow, savings, debt, budgeting, net-worth
• Student loan debt
• Equity compensation
• Insurance/risk management
• Investment education
• Retirement planning
• Estate planning (ensure your basic documents are in place)
• Tax planning
• General financial education
• And whatever else is top of mind
Need help planning to buy a home? Review your debt & savings? Recommendations on how to invest for your unique situation? Hourly project planning allows you to choose the area to work on without engaging in a full financial plan.
Looking for one time help with something? This is for you! TACKLE some of your biggest concerns
+ Four loko kickstarter viral salvia iceland, vexillologist shaman seitan cred listicle squid.
+ Hammock tilde vinyl, vaporware.
+ Truffaut copper mug meh gentrify sartorial, adaptogen farm-to-table hammock gastropub yr thundercats.
+ Cloud bread skateboard truffaut jianbing succulents yuccie master cleanse gastropub PBR&B chia narwhal vegan.
+ Access to our Private Facebook Community.
+ Access to the "Business Blueprint" course.
+ Weekly Group Coaching Lives in our Facebook Community.
+ Quarterly 1:1 call with me for 60 minutes.
+ Access to resources that will help your business grow without the stress and hustle.
+ A community of like-minded women who are there to support, encourage and brainstorm alongside you!
Monthly membership // $97 a month
perfect for women who are...
here's what's included:
establish a holistic financial plan to meet your goals
Quick Start Plan
+Flat fee of $1,000 (paid in 2 installments)
Comprehensive Financial Plan
+ Flat fee of $2000 (paid in 2 or 4 installments)
Based on scope, complexity & needs
Hourly Planning
+ $200/hour
Use for financial questions, projects, one-off scenarios, or monthly implementation help.
You will never wonder how much you are paying
Pricing: