Choose the service that works for you
Build foundational knowledge in areas like:
- Cash flow, budget, savings, debt
- Retirement and where to begin saving
- General investment advice and education
- Answers to other questions like buying a home and other financial goals
- Data gathering: give us the information we need to get started
- 60-90 minute onboarding call. This is where we’ll dive deep into your financial picture and goals.
- 60-90 minute recommendation call. You get the answers you need in a clear way.
Never wonder how much you will pay. The Quick Start Plan is a flat fee of $1,000 (paid in 2 installments).
Get the answers you need with a Quick Start Plan
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
Comprehensive Financial Planning
Book consultation
We work together between 3-6 months On:
• 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
Hourly Financial Planning
Book Consultation
Timeline: between 1-2 months
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+ 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
Group Coaching
perfect for women who are...
here's what's included:
2. Decide to hire us or not: after our consultation, you'll receive a wrap up email of what we talked about. You take your time and decide if you are ready to work with us.
3. Start our work together! Depending on your needs, we'll tailor our meetings to you. Typically, we will follow the following meeting cadence for a comprehensive financial plan.
4. Onboarding: Fill out a comprehensive data questionnaire and share any relevant information with us to start our engagement together.
5. Planning meeting 1: Onboarding, cash-flow, net-worth, values, and goals- a review of current cash flow and overall financial position.
6. Planning meeting 2: Goals and Retirement- dive deep into reaching your goals and ensure you are on track for retirement
7. Planning meeting 3: Investment and tax- a review of your current investments and tax picture. How to optimize your investments with a tax advantaged lens.
8. Planning meeting 4: Estate, insurance, and tie it all together-
review your beneficiaries, recommended estate documents, potential risks we should insure for, and action steps for you to implement.
establish a holistic financial plan to meet your goals
How it works
Lets do this
- A snapshot (1 page) of where you currently stand and your top goals
- A roadmap with clear recommendations to reach your goals (a written document with specific advice in each planning area).
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
Transparent Pricing
Pricing:
