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Packages and Pricing

Single Session Starter

Quick review or a deep dive into one specific topic.

$149/session

Features

  • Best for: Individuals seeking a specific answer, a quick review of one financial document, or a test run before purchasing a comprehensive package
  • Key Outcome: You walk away with clarity and immediate, actionable steps on one specific financial topic
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The Financial Blueprint

Building a strong foundation and a personalized roadmap.

$479/6 sessions

Features

  • Best for: Those wanting to start strong with a structured, personalized roadmap and build a robust financial foundation from the ground up
  • Core focus: net worth, cash flow system, emergency fund, disability and life insurance strategies and debt or student loan strategies
  • Email support (up to 72hr turnaround time)
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The Wealth Accelerator

Implementation, strategic growth, and deeper investment dives.

$999/12 sessions

Features

  • Includes everything in The financial Blueprint PLUS:
  • The tax advantaged waterfall
  • Investment philosophy 101
  • The hidden accounts (HSA and Backdoor Roth)
  • Optimization and building legacy
  • Email support (24-48hr turnaround time)
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The Total Transformation

Comprehensive, long-term advanced planning with high-touch support.

$1699/20 sessions

Features

  • Everything in The Wealth Accelerator PLUS:
  • Educational deep-dives into how wealth is built without picking specific stocks
  • Advanced concepts and long-term sustainability
  • Unlimited Priority Email and Text support
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FAQ

Do I need a high income?

No. A mistake I commonly see around finances is healthcare professionals waiting too long to start.

What if I'm not sure which package is right for me?

Book a free 15 minute session and we will discuss which package is the right fit for you.

What's the difference between a coach and advisor?

A financial coach helps clients improve money management skills, set financial goals, and build better habits, while a financial advisor typically manages investments, provides portfolio strategies, and gives specific financial product recommendations. Financial coaches do not sell financial products or make investment decisions for clients.

 

 

Ready to elevate your finances?

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