What's included in each package

A quick 20-minute meeting to help you get set up in our financial coaching software.

We focus on your current situation, your priorities and goals, and begin building a vision for where you want to be. You'll get set up in our coaching software and connect your accounts so you can see all your transactions and balances in one place — for many clients, the first time they've truly understood their financial situation.

We review your spending and build your budget together, focused on your goals, priorities, and what you want to achieve in your life. We'll also have the hard conversations to make sure you stay focused on what's important and make adjustments to lower-priority spending.

Now that you have a sustainable budget, we know how much can be devoted to debt pay-off and savings goals. We review your goals to identify how much should go toward reducing each debt, saving toward each goal, and in what order.

A quick 20-minute meeting to help you get set up in our financial coaching software.

We focus on your current situation, priorities, and goals, and begin building a vision for where you want to be. We dive into your money mindset and start exploring the root causes of your financial patterns, and introduce you to the coaching software so you're ready to set it up next meeting.

We review your financial position and provide insights and initial recommendations. We also make sure we haven't missed anything connecting your accounts, and walk through categorizing transactions.

We review your spending and build your budget together, focused on your goals and priorities, having the hard conversations to make sure you focus on what's important and make cuts to what's not a priority.

Planning your budget is one thing; keeping to it is another. We review how you're doing and identify areas for accountability in a supportive environment, and address any other pressing issues that have come up.

With a sustainable budget in place, we review your goals to identify how much should go toward reducing each debt, saving toward each goal, and in what order.

After a full month living with the budget we co-developed, we check in on how you're doing and what changes may be needed. It's normal to modify the budget — this is our chance to adjust and increase the likelihood you succeed.

Stay on track and on budget with monthly 30-minute accountability meetings with your coach to review your spending and stay accountable to your goals.

Every three months you'll review progress, address challenges and opportunities, and update your budget. Quarterly meetings cover your goals and budget, credit and debt review, annual progress checks, and key indicators of your financial health.