Each quarter, we take a select number of private 1:1 clients who want in-depth financial coaching and mentoring tailored to fit their specific needs and situation.
If you're interested in becoming a private client, feel free to view our current offers below.
This option consists of one 90-minute financial coaching session that includes creating and completing a budget, organizing your finances, and providing coaching around your money, mindset, and financial goals. We then provide you with a written plan of action (based on your coaching session) to help you improve your finances and meet your goals.
Investment: $575
This is our newest coaching offer - just in time for financial literacy month in April!
This option consists of (3) 60-minute financial coaching sessions that can be used anytime within a 12-month period!
You may use the sessions for things like:
Think of it as a financial coaching bank!
With this flexibility, you can use your financial coaching bank like an emergency fund - when you need it most! Or during pivotal moments in your life and career when you want additional support in making money or life decisions.
**Note: Flex coaching does not come with written financial plans; however, you will receive a recording of each financial coaching session for your records and review.
Investment: $1000
A 3-month Financial Coaching Package consists of (3) 90-minute sessions (one per month) plus a 15-minute follow up after each session.
Investment: $2,500
This is a highly focused 5-hour 1:1 in-person experience. Perfect for high achievers, entrepreneurs, leaders, and professionals seeking clarity, accountability, and support as you embark upon the next chapter in your life, career or business.
We begin the day by setting an intention of engagement, focus, and flow. You will enjoy a deliciously prepared lunch, as well as coffee, tea, and snacks to help you stay energized and focused. We will work together in a beautifully curated creative space (The Creators' Nest) designed to spark creativity and joy.
**ALL VIP DAYS ARE HELD AT THE CREATORS' NEST**
Next, we will help you strategize your big goals and ideas through power coaching and implementation. You will receive our strategic framework designed to help you establish a plan for your finances, as well as your business or career goals, and how to level up your mindset.
**We're bringing over 20 years of combined and uniquely positioned experience in law, finance, business ownership, and entrepreneurship to the table!**
You will also receive high level coaching and encouragement on how to approach your goals with courage and confidence and boldly prepare for what you want.
At the end of our time together, you will have a written success model to help guide you on your next chapter!
**Note: VIP DAYS are on Fridays ONLY from 10-3pm ET.**
Investment: $4,000
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