Pick your path. Every price is a range.
Priced on a sliding scale based on your area's median income. Built for the people traditional advisors turn away for not having enough assets yet. If cost is what's stopping you, say so on your call.
Where you land in the range is worked out together, on your intro call, based on your situation, not guesswork on your end.
Choose your package
Thrive
For anyone ready to build a full financial foundation. Six 50-minute sessions, start to finish: where you are now, your money story, your values, your spending and saving, insurance, and investing with intention.
$800 – $1,400
Sliding scale, same as every package here.
Focus
For anyone working through one goal in depth. Three 50-minute sessions: a clear, actionable path forward, and the confidence to take the next step.
$400 – $700
Unite
For couples ready to get on the same page. Three 50-minute sessions to align your values, priorities, and plan, together.
$400 – $700
Launch
For recent grads or anyone re-entering the workforce. Four 50-minute sessions: resumes, cover letters, mock interviews, negotiating your offer.
$400 – $600
Clarity
For anyone facing one specific decision or transition. One 50-minute session: retirement, a spending habit, an investment you're weighing, a negotiation.
$150 – $250
Community Circles
For people working in community caregiving or starting out: birth workers, teachers, social workers, and new grads. Small group sessions, $25–$50 per session. Join the list to hear when the next circle opens.
Most clients check back in every six months to a year to keep their plan current. Nothing here is one-and-done.