Strengthening your financial decision-making confidence
Organizing accounts and automating what you can
Building savings and reducing financial stress
Creating a spending plan that feels realistic
Together, we'll focus on
A structured, high-support coaching experience designed to help you build a sustainable financial system, not just a temporary fix.
SIGNATURE 4-MONTH COACHING RELATIONSHIP
$1200
Orienteering
Let's get adventuring!
- Regular 1:1 coaching sessions
- Personalized action steps between sessions
- Tools, templates, and guidance tailored to your goals
- Accountability and support as you build new habits
- Access to Monarch Money for the duration of the program
Let's walk and talk. For clients who want steady support, accountability, and a trusted financial sounding board for a longer trek.
ongoing support subscription
$297/month
ridge runner
Together, we will focus on:
- Ongoing async (flexible) coaching via voice, video, and text messaging
- Personalized feedback on your unique, real-life money decisions
- Accountability and check-ins to help you stay on track
- Support adjusting your systems as life changes
- The option to book one live 1:1 coaching session per month
- Access to Monarch Money for the duration of your membership
Celebrating progress, reinforcing new habits, and processing money stress in the moment
Staying consistent with your financial routines
Navigating unexpected expenses or income changes
Talking through spending decisions as they happen, or shortly before or after
A focused, practical session to help you understand your numbers and leave with a clear, doable plan.
one-time budget review
$200
Stargazing budget review
You'll walk away with:
- One 90-Minute Discovery Session
- Done-for-you review of your previous quarter spending
- Guided framework for clarifying your Values & Vision
- Guided framework for lasting spending & savings habit change
- Comprehensive video walk through of final spending plan & action steps; Optional 1:1 Action Plan Meeting ($60 add-on fee)
A personalized spending plan framework
A clearer understanding of where your money is going
Suggestions for simplifying or adjusting your system
Clear next steps you can implement immediately
- Learn how to create a budget and build an emergency fund
- Understand your spending habits
- Address money challenges, like overcoming debt or conquering scarcity mindset
- Create a plan for growing savings and achieving goals
- Understand the emotional components of dealing with money
- Build a sustainable foundation for long-term financial wellbeing
the guiding light behind it all?
it's you!
VALUE OF WORKING WITH AN AFC®:
You might be wondering, "If my goal is to save more money, why would I spend money to work with a financial coach?"
I get it! It can feel counterintuitive to take on another expense when money is tight or you're working towards other financial goals. If you're wandering with no clear map or direction, however, working with an AFC® can help you get to the root of the behaviors & patterns that are driving your financial decisions. We teach you strategies for how to navigate your personal finances and adopt holistic money habits, ultimately building & revealing your confidence so that you can reach your financial goals more efficiently.
learn more about our unique approach
The value of working with an AFC® lies in both the short-term changes to your everyday spending, as well as a lifetime of financial alignment and intentionality. And, I firmly believe that ability to pay should not be a barrier to access quality, professional financial support. As a dedicated advocate for equitable access, I offer individual payment plans on a case-by-case basis. I am also happy to share free resources available for those unable to pay.
Book a free strategy call to explore how we can work together.
