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 a budget, organizing your finances, and providing coaching around your money, mindset, and financial goals. We then 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) and a 15-minute follow up after each session.
This is an IN-PERSON 6-hour 1:1 VIP experience. Perfect for ambitious leaders, professionals, and entrepreneurs seeking clarity, accountability and support as you embark upon a new chapter in your life, career or business.
We begin the day by setting an intention of engagement, focus, and flow. You will enjoy delicious food and gourmet coffee and tea in a beautifully serene atmosphere to help you stay nourished and focused.
Next, you will experience an amazing day of 1:1 power coaching and implementation. Here, we share our strategic framework designed to help you align your money, mindset and values; strategize a plan for your finances; and finish with a written success model that maps out a step-by-step process for you to activate your next level.
At the end of our day together, you will feel empowered, energized, confident, and prepared to boldly step into your next chapter.