Here’s how we can serve you

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Non-subscription Options

New Job Start Up:  Young professionals: Starting your new job off right is A MUST! Even more important is optimizing your benefits at the beginning. You may also have benefits left behind. Who’s helping you get it all-the-way together? Choose this option so we can start your plan when you get the benefits package!

*Two 2-hour appointments 

Just Want To Talk:  We understand each situation is different, and you just want to talk it out sometimes. This option is perfect if you don't want to give any documents, just want some general advice and continue to navigate it alone.  You can schedule any time with me for an hourly rate (1 hour minimum.)

"No Strings":  Perfect for you if all you want is a strategy to implement on your own or meet on an ‘as needed’ basis. Together, we will set up a budget, then work on the project. Project examples include (but not limited to): 

Debt reduction strategy 

Savings plan for a certain goal (down payment on home, vacation savings, etc.)

Second opinion 

*2-hour appointment 

Monthly Subscriptions

Try It For 6 Months:  Try a financial coach for 6 months. Here’s what you get:

Everything in “No Strings”, PLUS:

Comprehensive financial game plan based on your needs

Personal assistance to implement game plan

One start-up 2-hour session and two quarterly check-ups (2-hour appointments)

Priority appointment scheduling (only 3 days notice vs 7 days)

Email and telephone response team to reply within 48 hours of receipt

*Monthly fee is based on annual income, tax considerations, complexity of your situation. 

You're Ready To Commit:  You have a financial coach for the next 12 months. Here’s what you get:

Everything above...PLUS:

Unlimited 2-hour sessions

*Monthly fee is based on annual income, tax considerations, complexity of your situation. 


  *****NOTICE: 

 The Financial T is not available from Wednesday, May 8th, 2019 through Friday, May 24th 2019 due to surgery.  Please schedule your appointment accordingly.  We can't wait to start serving you again. 

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