1-on-1 Financial Coaching
Your assessment gives you a self-guided roadmap. Pairing it with a dedicated coach adds accountability and support tailored to your exact situation.
Why work with a coach?
- Personalized accountability from a real coach, not just a self-guided plan
- Faster course-correction when life gets in the way of your plan
- Guidance tailored to your exact stress score, goals, and money personality
3-Month Tune-Up
A focused 90-day reset for people who are already in fairly good shape but want to tighten up their systems. We'll fine-tune your budget, automate your savings, and set clear checkpoints so your existing momentum turns into lasting structure.
6-Month Habit Shifter Plan
The 6-Month Habit Shifter Plan is built for people who know what they should be doing but haven't been able to make it stick. Over six months, we'll identify the daily and monthly habits quietly working against you, replace them with simple automated systems (like scheduled transfers and easy tracking routines), and reinforce the new behaviors until they become second nature. Expect regular check-ins on your budget, debt paydown pace, and emergency savings, plus practical tools to keep you accountable between sessions — the goal is that by month six, your new habits run on autopilot.
12-Month Transformation
A full year of hands-on coaching for a complete financial turnaround. This plan gives complex situations — like significant debt or major instability — the time and structure needed to rebuild your foundation step by step, with ongoing support to keep you on track.