Start with a Simple Conversation That Could Change Everything
If you're unsure where to begin, this 15-minute chat is the perfect starting point. It’s a no-pressure, introductory session where we’ll briefly discuss your current financial situation, your goals, and how I can support your journey. Whether you're facing challenges or just seeking clarity, this quick session will help you gain insight and confidence to take your next step.
QUICK WINS – Fast, Actionable Guidance
For those who need quick clarity, immediate answers, or expert guidance on a specific issue.
1. Ask Me Anything (AMA) – 30 min | $150
Who It’s For: Anyone with pressing financial questions who needs expert advice fast.Service Description:
This is a rapid, high-impact session where you get direct answers to your biggest financial challenges. No fluff—just solutions.
What We Can Cover:
- Budgeting & saving strategies
- Debt management & payoff plans
- Investment basics & where to start
- Side hustles & increasing income streams
- Any other personal finance topic on your mind
What You’ll Get:
✔ A focused 30-minute session tailored to your specific questions
✔ Actionable next steps to implement immediately
✔ A session recording (optional) so you can revisit advice anytime
2. Clarity Call – 45 min | $225
Who It’s For: Individuals who feel financially stuck and need expert insight to move forward.Service Description:
A 45-minute deep-dive session to diagnose your financial situation and create an immediate action plan tailored to your goals.
What We Can Cover:
- Identifying what’s keeping you financially stuck
- Guidance on building a financial roadmap that aligns with your goals
- Simple strategies to streamline your income & expenses for better cash flow
- Identifying blind spots and key action steps tailored to your situation
What You’ll Get:
✔ Clear guidance to create your financial roadmap and take the next step confidently
✔ Tailored expert insights/recommendations based on your situation in real time
✔ A session recording (optional) so you can revisit the guidance anytime.
DEEPER DIVE – Focused Strategy for Real Change
For individuals ready to go beyond quick advice and tackle their financial situation in a structured way.
3. One-Time Deep Dive – 90 min | $400
Who It’s For: People who want a one-time but comprehensive session to overhaul theirService Description:
This 90-minute strategy session is an intensive review of your finances, income streams, investments, and goals, providing a detailed roadmap to level up. It is a deep strategy session to assess, refine, and create an action plan for your finances.
What We Can Cover:
Reviewing your current finances & identifying hidden inefficiencies
Improving your money mindset & wealth-building strategies
Income & investment opportunities tailored to you
Crafting a step-by-step execution plan
What You’ll Get:
✔ A detailed wealth-building roadmap customized for you
✔ Expert insights on optimizing income, expenses & investments
✔ A session recording (optional) to review whenever needed
4. VIP Wealth Accelerator: 4 Days| $1,900
Who It’s For: High-achievers and individuals serious about aggressively transforming their finances.Service Description:
A 4-day deep dive into your financial world, covering strategy, investments, and financial systems—helping you accelerate your financial growth. It is a 4-day intensive wealth planning, cash flow optimization & money strategy overhaul.
What We Can Cover:
Day 1: Financial audit & optimizing cash flow
Day 2: Business/side hustle monetization strategy
Day 3: Investment strategy & passive income streams
- Day 4: 5-10 Year Life & Retirement Planning
What You’ll Get:
✔ Structured, step-by-step coaching to tackle your biggest financial challenges.
✔ A clear, customized action plan to implement immediately.
✔ Hands-on guidance during each session to ensure clarity and confidence.
✔ Session recordings so you can revisit key insights anytime.
TRANSFORMATIONAL – High-Impact Coaching for Lasting Results
5. 90-Day Wealth Optimization Plan – 3 x 60 min | $900
Who It’s For: Individuals who want a structured 3-month roadmap to financial success.Service Description:
This plan gives you three strategic sessions to refine your finances, optimize your savings & investments, and create a wealth-building framework for the future.
What We Can Cover:
Month 1: Mastering your cash flow & eliminating financial inefficiencies
Month 2: Building your investment & passive income plan
Month 3: Scaling & sustaining long-term wealth
What You’ll Get:
✔ 3 private coaching sessions over 90 days
✔ A fully customized financial roadmap
✔ Worksheets, guides & tools to execute confidently
6. 1:1 Financial Coaching – 3-Month Biweekly | $2,200
Who It’s For: People who want ongoing guidance & accountability to achieve financial freedom.Service Description:
A structured 3-month coaching plan with biweekly strategy calls to ensure you’re implementing & progressing toward financial success.
What We Can Cover:
Personalized wealth-building & investment strategies
Debt payoff acceleration & financial independence planning
Business/side hustle expansion strategies
Customized long-term financial planning
What You’ll Get:
✔ 6 private coaching sessions over 3 months
✔ Exclusive templates & tools to manage your finances
✔ Direct accountability & support
5. 90-Day Wealth Optimization Plan – 3 x 60 min | $900
Who It’s For: Individuals who want a structured 3-month roadmap to financial success.Service Description:
This plan gives you three strategic sessions to refine your finances, optimize your savings & investments, and create a wealth-building framework for the future.
What We Can Cover:
Month 1: Mastering your cash flow & eliminating financial inefficiencies
Month 2: Building your investment & passive income plan
Month 3: Scaling & sustaining long-term wealth
What You’ll Get:
✔ 3 private coaching sessions over 90 days
✔ A fully customized financial roadmap
✔ Worksheets, guides & tools to execute confidently
6. 1:1 Financial Coaching – 3-Month Biweekly | $2,200
Who It’s For: People who want ongoing guidance & accountability to achieve financial freedom.Service Description:
A structured 3-month coaching plan with biweekly strategy calls to ensure you’re implementing & progressing toward financial success.
What We Can Cover:
Personalized wealth-building & investment strategies
Debt payoff acceleration & financial independence planning
Business/side hustle expansion strategies
Customized long-term financial planning
What You’ll Get:
✔ 6 private coaching sessions over 3 months
✔ Exclusive templates & tools to manage your finances
✔ Direct accountability & support
ONGOING ACCOUNTABILITY – Monthly Wealth Advisory
7. Platinum Monthly Plan | $450/month
Who It’s For: Anyone looking for monthly coaching & strategy support.Service Description:
A monthly 1:1 coaching session focused on keeping your finances optimized & helping you build sustainable wealth.
What You’ll Get:
✔ One private coaching session per month
✔ Monthly personal finance statement tracking your progress
✔ Exclusive access to updated financial tools
8. Black Monthly Plan | $600/month
Who It’s For: Business owners, executives, and individuals who need premium ongoing financial support.Service Description:
This plan provides high-touch, premium coaching with deeper financial insights & personalized advisory.
What You’ll Get:
✔ Monthly deep-dive coaching session
✔ Detailed wealth audit & financial statement analysis
✔ Exclusive access to private resources & strategy frameworks
7. Platinum Monthly Plan | $450/month
Who It’s For: Anyone looking for monthly coaching & strategy support.Service Description:
A monthly 1:1 coaching session focused on keeping your finances optimized & helping you build sustainable wealth.
What You’ll Get:
✔ One private coaching session per month
✔ Monthly personal finance statement tracking your progress
✔ Exclusive access to updated financial tools
8. Black Monthly Plan | $600/month
Who It’s For: Business owners, executives, and individuals who need premium ongoing financial support.Service Description:
This plan provides high-touch, premium coaching with deeper financial insights & personalized advisory.
What You’ll Get:
✔ Monthly deep-dive coaching session
✔ Detailed wealth audit & financial statement analysis
✔ Exclusive access to private resources & strategy frameworks
9. Financial Co-Pilot Plan | $600/quarter
Who It’s For: Independent, self-driven clients who want to stay aligned with their financial goals but don’t need frequent hand-holding. Ideal for past coaching clients or anyone who wants a trusted financial sounding board each quarter.Service Description:
This is your go-to quarterly financial accountability and strategy plan. Think of it like having a trusted co-pilot—guiding you through any financial decisions, helping you revisit your goals, assessing your progress, and adjusting when necessary.
What You’ll Get:
✔ Quarterly deep-dive coaching session – Renewed clarity on your financial goals each quarter
✔ Detailed wealth audit & financial statement analysis – Confidence you’re staying on track (even when life gets messy)
✔ Email access for light-touch Q&A between sessions (2 emails/month max)
✔ Annual financial summary + strategy recalibration
✔ Optional upgrade to monthly support if life gets hectic
✔ An expert in your corner, without the monthly overwhelm
10. Financial Co-Pilot Lite Plan | $350/quarter
Who It’s For: Clients who just want to touch base, refresh their direction, and walk away with clarity—without ongoing contact.Service Description:
This quarterly check-in is perfect for those who want to fly solo—but smarter. Once every 3 months, we’ll touch base to review your financial progress, recalibrate your goals, and flag anything that needs attention. It’s simple, supportive, and designed to keep you moving forward with clarity.
What You’ll Get:
✔ One 60-minute Strategy Call per quarter
✔ Brief session recap with next steps
✔. Renewed clarity on your financial goals each quarter
✔ Confidence you’re staying on track (even when life gets messy)
✔ An expert in your corner, without the monthly overwhelm
Optional Add-ons (Available à la carte)::
- Email support for the quarter → $100
- 30-minute mid-quarter check-in → $125
- Personalized report (net worth update, savings rate, goals status) → $150
BESPOKE STRATEGY & HIGH-NET-WORTH PLANNING
11. Custom Financial Roadmap & Modeling – From $5,000
Who It’s For: High-net-worth individuals, business owners, and families planning long-term wealth strategies.Service Description:
A fully customized financial model tailored to your future wealth, investments, and legacy goals.
What You’ll Get:
✔ A personalized financial roadmap
✔ Stress-tested investment strategies
✔ 10-year financial projections based on different scenarios
12. Personal CFO & Wealth Advisory – Custom Pricing
Who It’s For: Entrepreneurs & executives needing ongoing, full-service financial strategy support.Service Description:
Think of this as having a Personal CFO—someone to manage, optimize, and grow your wealth while you focus on business & life.
What You’ll Get:
✔ Full-service financial planning & strategy execution
✔ Investment & tax optimization tailored for you
✔ Ongoing, personalized financial advisory
Ready to take control of your finances?
Pick the session that fits your needs and book your spot today! Not sure which long-term coaching plan is right for you? Book a free 20-min discovery call to find the best fit for deeper coaching & strategy sessions.
(Discovery calls are for multi-session and ongoing coaching plans only.)