SERVICES OVERVIEW
Financial Planning Education That Goes Beyond the Numbers
Understand Your Money. Understand Your Patterns. Build a Financial Life Aligned With Your Values.
Your financial life is about more than income and expenses.
It's about the choices you make, the habits you develop, the goals you're working toward, and the values that shape what matters most to you.
Our financial coaching and planning services combine financial analysis, behavioral awareness, and values-based planning to help you gain clarity and create a practical path forward.
Whether you need a simple financial check-up or ongoing support to change your financial habits, there is a service designed to meet you where you are.
Our Services
01 — Financial Clarity Audit
Get clear on where you stand.
$225
The Financial Clarity Audit is designed for individuals who want an objective look at their current financial picture and a simple, actionable plan for what to do next.
We'll review your financial information and identify opportunities to improve your cash flow, organization, savings, debt strategy, and overall financial health.
What's Included
- Personal financial snapshot
- Income and expense review
- Cash-flow analysis
- Spending pattern review
- Debt and savings overview
- Financial health scorecard
- 3–7 prioritized recommendations
- Personalized 30-day action plan
- 60-minute review session
You'll Walk Away With: Clarity about where you are today—and a prioritized plan for your next steps.
02 — Values-Based Financial Blueprint
Build a financial plan around the life you want.
$595
Your financial plan should reflect your priorities—not someone else's definition of financial success.
The Values-Based Financial Blueprint combines a comprehensive financial audit with values exploration and behavioral pattern awareness to help you understand the relationship between your financial decisions and the life you're trying to create.
What's Included
- Comprehensive financial audit
- Income and cash-flow analysis
- Spending and financial systems review
- Debt and savings assessment
- Values-to-money alignment assessment
- Financial behavioral pattern review
- Personalized financial planning framework
- Financial behavior recommendations
- 90-day financial action plan
- 3 private coaching sessions
You'll Walk Away With: A personalized financial blueprint designed around your values, goals, behaviors, and real-life priorities.
03 — Financial Transformation Coaching
Turn financial insight into lasting action.
$1,333
Knowing what you should do is one thing. Actually doing it consistently is another.
Financial Transformation Coaching provides personalized guidance, accountability, and ongoing support to help you implement your financial plan and build sustainable habits. This is our most comprehensive offering for individuals who are ready to take meaningful action and want support throughout the process.
What's Included
- Everything in the Values-Based Financial Blueprint, plus:
- Values and behavioral pattern assessment
- Personalized financial operating system
- Goal-based financial roadmap
- Customized budgeting and cash-flow framework
- Savings and financial habit strategies
- 6 private coaching sessions
- Accountability and progress tracking
- Personalized financial decision-making framework
- Long-term financial sustainability plan
You'll Walk Away With: A personalized financial system, greater confidence in your decisions, and the tools and accountability to help you turn your goals into action.
Additional Services
Financial Organization Session
$75
Get organized and create a simpler system for managing your financial life. We can help you organize: Financial accounts, recurring bills, subscriptions, financial documents, budgeting tools, financial routines.
Budget & Cash-Flow Setup
Create a personalized system to understand and manage your monthly cash flow. Includes: Budget framework, cash-flow tracker, savings structure, financial routines.
$100
Financial Goal Planning
Focus on one specific financial goal and create a practical roadmap to help you move toward it. Examples: Building an emergency fund, paying down debt, preparing for a move, navigating a career transition.
$150
Financial Reset Session
Life changes. Your financial plan should be able to change with it. A Financial Reset Session can help you reassess your finances during a major transition like career changes, relocation, starting a business.
$150
Monthly Accountability Coaching
For clients who want continued support after completing a financial audit or blueprint. Includes: Monthly financial review, progress tracking, accountability check-in, goal review, financial plan adjustment.
$375/month
Let's Build a Financial Life That Reflects What Matters to You.
You don't have to have everything figured out before you begin. Whether you're looking for clarity, a fresh start, or ongoing support, the first step is understanding where you are—and deciding where you want to go.
Ready to take the next step?
Reach out to us!
Where are you feeling the conflict between security and authentic identity? This space is for transformation through financial and emotional truth. Tell us what is really going on with your relationship to money, safety, and power.