Planning & Coaching
We are excited to help people who want to make their money work for them. We offer a unique approach to financial education and personalized financial planning and meet the needs of a different generation.
We understand that not everyone seeks the traditional employment of a full-time jobs & a 401k so we cater to people who understand the value of living a different life with meaningful work and balance; business owners, inspired educators and nomads alike.
It is possible to earn in a lower income bracket but save like those who earn in the highest. With financial education and support it is possible to do the work you love, make a difference in the world, and to manage your money to meet your financial goals.
1-1 Financial planning
One on one financial planning is where you have the opportunity to to work individually with a financial planner. During these sessions you and your financial planner will discuss questions you have regarding your personal financial situation, make plans to help you reach your financial goals, and discuss specific strategies that will work for you in managing your money.
motivation & support
Our financial planners are uniquely suited to support and motivate you on your financial journey. They have an extensive background in behavioral finance and coaching which help them ask critical questions and support you in creating a plan that makes sense for you and your life circumstances.
What type of planning session is right for you?
Single Session - $145
During a planning session you will work 1-1 with a certified financial planner who will answer your questions and help you develop a plan to reach your financial goals.
Before your scheduled session you will receive documents to fill out detailing your stituation and goals for the call. After the session individuals will receive an email recapping the conversation as well as action points for the topics that were discussed during the session.
- Conversations will be dynamic in nature and will focus on actionable items for you to implement.
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- Sessions will be 1 hour in length.
- After the session individuals will receive an email recapping the conversation as well as action points for the topics that were discussed during the call.
For those who are excited to take a plan and run with it.
Multiple Sessions -$350
Turn your financial planning relationship into an ongoing coaching partnership. If you are looking for continued motivation and support after receiving financial advice then this could be perfect for you. Achieving financial goals is a journey and it can be helpful to have a coach in your corner to brainstorm ideas and keep you on track.
During coaching sessions you will work with your coach on implementing your financial goals and action steps. Succeeding with your personal finances is not only transactional but also behavioral. Your coach can help you understand what behaviors may be getting your way of achieving your financial goals and help you develop new habits.
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- One 1 hour 1-1 planning session
*Includes everything listed in the single session
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- Three 1 hour follow up coaching and support sessions
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