1 on 1 coaching
How we’ll work together
Bi-weekly sessions
When you become a member, you get access to 1-on-1 coaching sessions every two weeks. These sessions are designed to answer your questions and help you carve a path curated to your work ethics, business goals, and more.
Personalized next steps
Based on tools that measure values and financial priority, we’ll work with you on how best to accomplish your financial goals. Some sessions we can work on your numbers or if you just need to run an idea by us, we’re here for that too. The path is entirely up to you.
Future-mindset mapping
All changes start with a first step and changing your mindset about money can be hard. Let’s take the first steps in changing the psychology of money that has stuck with you.
Choose Your Path
Trailhead Program
1-Month Program
Take the first step toward financial clarity. In just four sessions, you’ll gain focus, tackle immediate challenges, and start building momentum with a clear plan toward financial independence
4 Weekly Coaching Sessions
1:1 Coaching
Best Value
Wayfinder Program
3-Month Program
Build lasting systems and stay accountable. Over three months, we’ll create a money management plan that reduces stress, grows financial confidence, and keeps you on track
8 Coaching Sessions
1:1 Coaching
Phone Support
Summit Program
6-Month Program
Long-term financial planning is one of the keys to a successful future. Take your journey toward financial wellness to another level. Build values-based foundations and take guesswork out of future planning.
14 Coaching Sessions
1:1 Coaching
Phone Support
Call anytime for questions