Rate Schedule

One Session

  • Discuss a few questions
  • Review your budget
  • Review your insurance policies

Up to 90 minutes

  • Email follow up detailing discussion


3 Months (Most popular)

  • Discuss several money related challenges
  • Works well if you have scheduling difficulties and are willing to work hard in a short period of time
  • First appointment is 90 minutes.
    • Remaining 2 hours can be broken down into 2 60 minute sessions or 4 30 minute sessions
  • Summary email after each meeting detailing what we covered and further instructions.

BONUS: Commit to every other week and get a free 30 minute session

6 Months (Most value per hour)

  • For complex and many monitory challenges
  • Best if you have scheduling challenges and/or want to work more slowly
  • For those with busy and complex lives such as:
    • Families with children
    • Traveling obligations through work or other commitments
  • First appointment is 90 minutes. Remaining 5 hours can be split into 5 60 minute sessions or 10 30 minute sessions.
  • Summary email after each meeting detailing what we covered and further instructions.

BONUS: Commit to every other week and get a free 30 minute session

Once a Month Check-In (Excellent value)

  • To maintain what you've learned or need an accountability partner to help keep you on track
  • Great if you need a partner to keep you motivated
  • 15 minute monthly check in via phone or video. Unlimited emails
  • Must be former client or purchase one session