you are
Bigger Than Your Money
Money Can Work For You
Your life should be about you
Are you stressed by your money?
Do you worry about your future?
Are you struggling with debt?
Do you have a good plan?
You aren't in this alone. A financial counselor can help.
Coaching Options
Taking ownership of your finances and start working toward your Big Life Goal is a choose-your-own-adventure story. I’m here to help and support in whatever way feels best to you.
The only money I will make from you is the money you pay me. I will never sell you a service from which I make any money, or make any money off a referral. The way to recognize this is when people say they are “fee-only”. “Fee-based” is not the same thing! That means my only goal is helping you, not helping me make money off you. If you ever have trouble understanding the plain-English version of some fancy talk, I am happy to help!
Please, don’t let lack of money stop you from getting help with your money. Discuss your situation with me and we can work something out.
Your Options
Single Sessions
Best for tackling one big issue; most people benefit more from a “Complete Assessment” which looks at the whole picture
Pay It Forward $225
Standard $150
Access $50
Complete Assessment
Choose how much support you need in follow ups:
Complete assessment, unlimited follow ups over six months: Pay It Forward $1,800 · Standard $1,200 · Access $450
or
Complete assessment, three follow ups over six months: Pay It Forward $1,200 · Standard $800 · Access $300
Please, don't let lack of money stop you from getting help with your money.
Further sessions are at your Single Session rate. After an initial six month cycle, tune-ups recommended every six months
Support Circles
Bring your own Circle, or I will bring you together!
If one-on-one financial coaching is not right for you (or not right for you yet!), think about setting goals with friends -- with expert guidance. Or make some new friends on your same journey!
Each member will develop their Main Goal and two Side Goals to track and report. Groups will vary from three to eight people. We will have time for each person to report, and some time for specific questions.
Each group can decide on a meeting schedule. Rates are per person, per meeting: Pay It Forward $50 · Standard $35 · Access $15. Or save with a 6-meeting package used within six months: Pay It Forward $270 · Standard $190 · Access $80.
Please, don't let lack of money stop you from getting help with your money.
Accountability Plans
Maybe you have clear goals and plans -- but you are having a hard time keeping yourself accountable. Having an experienced accountability coach can be the difference between success and failure.
Includes a check in on goals every two weeks
3-month plan: Pay It Forward $450 · Standard $300 · Access $120
Please, don't let lack of money stop you from getting help with your money.
Group Education
Bigger Than Your Money Fundamental, Advanced, or customized talks or group sessions available. Please discuss your needs with me, and we’ll figure something out!
Gifts
Financial coaching works best if people are committed to it for their own reasons —but sometimes people don’t know what they don’t know! A gift of financial coaching can help people establish goals and clarify strategies. It is a great way to celebrate a graduation, a new job, a new life partnership, or someone
forging a new path.
Success Stories
Contact me to find your way to a happier financial future
(612) 444-9959