Financial Planning & Coaching

The pricing for Financial Planning and Coaching varies based on the complexity of your financial situation and your needs. Prices range from $750 to $4,000 for one-time engagements. A one-time engagement can vary from one meeting to a series of up to six meetings throughout a defined time frame.

For ongoing financial planning, prices range from $1,500 to $4,500 per year, billed monthly.

Pricing may be negotiable based on your financial situation.
Our goal is for Financial Planning to be accessible to as many people as possible.

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Financial Education

All of the information we provide through our public website is free. It's our goal to empower you toward a life of financial freedom.

We also offer paid financial education for groups. The pricing for group education varies depending on the needs of your group. Reach out to discuss options.

Our goal is for Financial Education to be accessible to as many people as possible.

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Let's Connect

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