PACKAGES

We offer a variety of coaching packages to meet you where you are today in your financial journey. Each session is typically one hour.

 
 

THE BEGINNER’S KIT

The beginners kit is an introduction to personal finance. It is designed to start at the beginning - look at your full financial picture - assess debt, create a budget, and generate a plan to move forward. A questionnaire will be sent up front to list any concerns and the current financial situations.

THE INTERMEDIATE KIT

The intermediate kit is a deeper dive into financial terminology and creating efficiencies in your financial plan. This session includes The Beginners Kit. This session will address the following:

  • Maximize savings

  • Pay off debt

  • Learn about 401k, IRA/Roth IRA, HSA/FSA and more

THE ADVANCED KIT

The advanced kit is designed to cover more advanced financial strategies and move toward Retiring Early (RE). The advanced kit includes the Beginner and Intermediate Kit and also includes the Travel Hacking Spreadsheet and the Net Worth Tracker Spreadsheet. This session will address the following:

  • Net worth tracking

  • Backdoor Roth

  • Travel hacking

  • Roth conversion ladder

  • Other FI (Financial Independence) strategies