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- Family in Financial Focus
$1,049.00
Family in Financial Focus
This package is most helpful for families with multiple stakeholders like adult children, small family businesses, multi-generational wealth planning, elder care and more.
- 3-6 months with 9 hours of one-on-one coaching
- A full financial review including estate, insurance, cash flow, document organization and legal protection
- A budget makeover and accountability coaching
- A money mindset workshop to help each member of the family understand each other’s money personalities.
- A customized family money agreement that outlines the role each member of the family will play
- 6-month access for any email questions
- Get in Sync
$849.00
Get in Sync
Ideal for any couple, rookie or veteran, who wants to head toward the same goals and with a full understanding of each other’s money personality types and how to work together.
- 2-3 months with 7 hours of one-on-one coaching total
- A full financial review and overhaul
- A budget makeover and accountability coaching
- A money mindset workshop to identify the root story behind your money choices
- A customized playbook with daily and weekly and monthly tasks
- 3-month access for any email questions
- Financial Footing
$649.00
Financial Footing
This is most effective with those who know they might have a deeper emotional relationship with money that is creating a block in their financial lives.
- 2-3 months with 5 hours of one-on-one coaching total
- A full financial review and overhaul
- A budget makeover and accountability coaching
- A money mindset workshop to identify the root story behind your money choices
- A customized playbook with daily and weekly and monthly tasks
- 3-month access for any email questions
Popular
Purchase - Budget Behaviour
$189.00
Budget Behaviour
Ideal if you are wondering where your money goes every month and you need a bit of financial personal training to get into a routine that works.
- 20 minutes of one-on-one coaching
- A budget building workshop based on your goals
- A customized playbook with daily and weekly tasks
- 30-day access for any email questions
