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Choose the Plan for You
I provide guidance and support to help you take control of your finances and build lasting habits.
Copper
119$Every month+$199 Initial Account Setup & File AnalysisIdeal for individuals who need structure, organization, and a starting point for managing their financesValid for 12 months- One 45-Minute Monthly Review
- Guided Cash-Flow Allocation
- Administrative Account Organization
- Personal Spending Awareness
- Financial Goal & Savings Mapping
- Debt Optimization
- Credit Basics
- Annual Review
- Standard Messaging Support
- Exclusive Firm Perk: 10% discount Tax Preparation Services
Gold
189$Every month+$199 Initial Account Setup & File AnalysisDeeper Guidance, Tracking, Strategy and Mid-Year AdjustmentsValid for 12 months- Everything In Copper Package
- One 60-Minute Monthly Deep-Dive
- Category-Level Spending Analysis
- Mid-Year Structural Roadmap Adjustments
- Strategic Goal Timeline Management
- Habit & Financial Routine Development
- Messaging & Scheduled Phone Support
- Priority Planning
- Exclusive Firm Perk: 15% discount Tax Preparation Services
- Best Value
Rose Gold
249$+$199 Initial Account Setup & File AnalysisFull Analysis, Customized Plans and the highest level of supportValid for 12 months- Everything in Gold Package
- Two 45-Minute Sessions Per Month
- Comprehensive Financial Review
- Personalized Debt Restructuring Roadmap
- Credit Monitoring Support
- Proactive Lifestyle Adjustments
- Two Emergency 15-Minute Calls
- Credit Monitoring
- Annual Plan Review
- Exclusive Firm Perk: 20% discount on Tax Preparation Service
- Exclusive Firm Perk: unlimited in-office notarizations
My skills come from being a financial coach, banker, and an admin with a Financial Firm, Everything I share here is for education purposes only. I do not provide licensed investment advice, portfolio management, or services that require registration. My role is to support you with planning, organizing, and understanding your money. This will be my offer until I become certified later and updates will be provided
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