Personal Services

Personal Finance Coaching

A recurring one-on-one coaching program that helps you build a workable budget, strengthen financial habits, stay accountable, and make better decisions over time.

$150 per month · three-month minimum enrollment

Who it’s for

Individuals and families who want structure, accountability and a clearer view of their financial position — and who want to build habits that hold.

The problem we solve

Budgets that never survive the month, no clear picture of where the money goes, and no one to think it through with. Motivation is rarely the problem; structure and accountability usually are.

What's Included

Every month of the coaching relationship

  • Recurring coaching session of up to 45 minutes
  • Personalized budget development and ongoing guidance
  • Accountability and progress review
  • Ongoing support between sessions by business email or text for reasonable questions related to the coaching engagement

Investment & terms

  • $150 per month
  • Minimum three-month enrollment so the coaching process has time to establish habits and measurable progress

Coaching vs. Consultation

Which one do you need?

Personal Finance Coaching is an ongoing coaching relationship. It is distinct from a one-time Personal Financial Consultation, which is a single paid appointment you can book on its own.