Service Packages and Prices

Combo Package: Budget & Beyond — $599 (Best Value!)


An integrated plan that includes YNAB setup plus financial coaching. Includes:

  • 90-minute YNAB Budget Setup
  • 5 additional 60 minute sessions (one per month)
  • Custom cash flow strategy
  • 6 months of email support
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Financial Clarity – $179 (one-time)

This session includes topics such as budgeting, debt payoff, savings goals, credit building, etc. A standalone 90-minute session to assess your financial situation and map out next steps. Includes:

  • Net worth and cash flow analysis
  • Personalized action plan
  • Follow-up summary email with resources
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3-Month Coaching Package – $375

For those seeking consistent support, accountability, and momentum. Includes:

  • First month includes 2 60-minute coaching sessions
  • Next two months with one 60-minute coaching session per month
  • 4 coaching meeting in total
  • Deep dive into spending, debt, and savings goals
  • 3 months email support between sessions
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6-Month Transformation Program — $650

For clients ready for lasting behavior change and long-term results. Includes:

  • First month includes 2 60-minute coaching sessions
  • Next five months with one 60-minute monthly coaching sessions a month
  • 7 coaching meeting in total
  • Customized debt andsavings strategy
  • YNAB coaching  (optional)
  • Worksheets, templates, and accountability tools
  • Unlimited messaging support via email
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