Financial Coaching

Hourly Financial Coaching

Financial Coaching is hourly and covers any of these topics of interest to you:

  • Budgeting, Cash Flow & Debt Management

  • Understanding Retirement Options

  • Maximizing employee benefits available to your family

  • General Investment Education

  • Housing decisions – should you buy or sell a home?

  • Understanding How Taxes Actually Work

*no investment products will be discussed in financial coaching.

Hourly Fees:

 

  • $350 per hour for a single topic

  • $1300 for 4 hours

  • $2400 for 8 hours

To get started, schedule a free 30-minute consultation.

 

Financial Life Coaching

Financial Life Coaching is an opportunity to deeply explore what financial freedom truly means to you so that when you make a financial plan, you have a clear understanding of “what is the money actually for?” in your life.

Each client (and spouse/partner, if applicable) will meet with a financial coach for three 1-2 hour in-depth discussions about your life and most deeply held aspirations.

  • Exploration Meeting: we’ll learn all about your key money stories from childhood through adulthood, and then start some homework together.
  • Vision Meeting: You (and spouse/partner) will bring your homework back we’ll dive into your dreams.
  • Obstacles: Our third meeting is actually the most exciting. We will revisit your Vision and then brainstorm a process for you to achieve that vision of true freedom in your life.
 

Note: this series of meetings does not include the creation or execution of a financial plan. Comprehensive financial planning services are provided by fee-only fiduciary financial planners, including our affiliated company Real Estate Wealth Planning.

Package Fees for Financial Life Planning:

$2100 for a single person

$2500 for a couple

Fees are comprehensive and include intake, Life Planning homework review, three meetings, and 1 week of email follow up after the 3rd meeting. 

To get started, schedule a free 30-minute consultation.

Financial Life Coaching

Financial Life Coaching is an opportunity to deeply explore what financial freedom truly means to you so that when you make a financial plan, you have a clear understanding of “what is the money actually for?” in your life.


Each client (and spouse/partner, if applicable) will meet with a financial coach for three 1-2 hour in-depth discussions about your life and most deeply held aspirations.


  • Exploration Meeting: we’ll learn all about your key money stories from childhood through adulthood, and then start some homework together.
  • Vision Meeting: You (and spouse/partner) will bring your homework back we’ll dive into your dreams.
  • Obstacles: Our third meeting is actually the most exciting. We will revisit your Vision and then brainstorm a process for you to achieve that vision of true freedom in your life.



Note: this series of meetings does not include the creation or execution of a financial plan. Comprehensive financial planning services are provided by fee-only fiduciary financial planners, including our affiliated company Real Estate Wealth Planning.

Course Description

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Curiculum

1. Understanding the basics Branding
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2. Define a real value of your product
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3. Identify your target customer like a pro
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