Each quarter, we take a limited number of private 1:1 clients who want in-depth financial coaching and mentoring tailored to your 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 (2) 60-minute financial coaching sessions per month (for as long as you need). We start by getting a clear understanding of your monthly income and expenses. We then discuss your financial goals and mindset around money. We then work to discover what might be holding you back from creating the life you want. Throughout your coaching plan, you will be given periodic homework and action steps to help you clear any mindset blocks and achieve your desired goals.
This option is perfect for someone who wants ongoing financial coaching and support around your specific financial situation.
A 3-month Financial Coaching Package consists of (3) 90-minute sessions (1 per month) and a 15-minute follow up after each session.
This is an [IN-PERSON] 5-hour 1:1 VIP experience. Perfect for ambitious leaders, professionals, and entrepreneurs seeking clarity and support as you embark upon a new level in your life, career or business.
We start by curating an amazing day of 1:1 power coaching and strategizing in a beautifully serene atmosphere, complete with delicious food and gourmet coffee and tea to keep you nourished and focused.
We then share our strategic framework designed to help you align your mindset and values, strategize your finances, and map out a win-win plan for success.
At the end of our day together, you will feel calm, confident, and prepared as you boldly step into your next chapter.
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