Each quarter, we take a limited number of private 1:1 clients who want in-depth financial coaching and mentoring tailored to fit 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 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 so we can provide you with a plan of action to help you improve your finances and meet your goals.
A 3-month Financial Coaching Package consists of (3) 90-minute sessions (one per month) plus a 15-minute follow up after each session.
This is a highly focused 4-hour 1:1 in-person experience. Perfect for entrepreneurs, leaders, and professionals seeking clarity and support as they embark upon the next chapter in their 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 masterfully curated atmosphere designed to spark creativity and joy.
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 and level up your mindset.
You will also receive 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!
Investment: starting at $3,500
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