Package and Pricing Options
All programs are customized to address your specific needs and goals and we offer flexible pricing and package options to suit most situations. On this page you will find the resources and support provided at each coaching level.
Hourly Consultation Options
For us to best understand your needs and serve you, we do suggest a minimum 3 hours of consultation. However, we know everyone’s budget is different and are happy to support you with any consultation option you select.
Basic Level (3 hours): includes Understanding Your Financial Situation; Understanding Your Goals & Future Needs, Diagnosing Your situation; Establishing Goals and Outcomes; Providing Education and Guidance.
Mid-Level (10-20 hours): includes Understanding Your Financial Situation; Understanding Your Goals & Future Needs, Diagnosing Your situation; Establishing Goals and Outcomes; Providing Education and Guidance; Support and Accountability
Advanced (20-40 hours): includes Understanding Your Financial Situation; Understanding Your Goals & Future Needs, Diagnosing Your situation; Establishing Goals and Outcomes; Providing Education and Guidance; High Level Support and Accountability
*Discounts over 5 hours. **Group coaching of over 5 people receive a 15% discount.
Individuals: Coaching Package Options
| Details | Investment | |
|---|---|---|
| Consulting Sessions (Phone Calls or Live Stream Video) | 10 Sessions | $1,500-$2,500 |
| In-person Surcharge Rate | 15% | |
| Diagnosis, Goal Prioritization, & Financial Action Planner | Included | $0 |
| Financial Education Resources & Step–by-step Worksheets | Included | $0 |
| Progress Tracking & Re-planning | Included | $0 |
| Email Support | Up to 15 | $0 |
| Personal Financial Plan Report & Updates | Quarterly | $995-$1,995 |
Individuals: Ongoing Maintenance / Life Stage Support
The goal of the coaching program is to help you strengthen your finances and gain confidence in your abilities to make qualified financial decisions. We are there if you need a check-in, answers to questions, or support with new financial life stages.
MIND OF GOLD
Mini-Course
MIND OF GOLD
Starter-Course
MIND OF GOLD
Comprehensive-Course
