explore what we offer
the annual plan
A financial plan built around you and your future.
A complete look at your financial picture, with a clear plan for what to do next. We'll go through your goals, cash flow, savings, investments, insurance, and taxes, then put together a plan you can act on without the jargon. As life changes, whether that's a new job, a new home, or a growing family, we'll adjust it together so it always fits where you are.
starting at $2,000 annually
budget builder
A budget that fits your real life, built with you, not for you.
A simple, supportive way to take control of your money. Over three one-on-one meetings, we'll build a spending plan around your actual income, bills, and priorities, then check in and adjust anything that isn't working. You'll get three months of Monarch Money, set up and ready to go, so you can see your spending in one place. We'll also review your credit cards to make sure they're working for you, not against you.
Three meetings · Three months of Monarch Money · Credit card review
$600
money sessions
Real answers to your real money questions.
Have a question but not sure you need a full financial plan? Book a one-on-one Money Session and we'll talk it through together. Bring anything on your mind, like open enrollment choices, 401(k) or Roth decisions, paying off debt vs. saving, or whether you're on track for a big goal. There's no jargon and no pressure, and you'll leave with a short recap of your key takeaways.
60-minute video or phone call · Recap sent afterward · Fee credited toward an Annual Plan within 30 days
$50 per session
