Financial Coaching Packages
Initial Financial Coaching Session $149
One (1) 60-minute session – After client submits completed intake forms, discuss in general terms how financial coaching can improve client’s financial situation by denoting areas of concern. Discuss financial coaching process. Explain coaching packages and pricing. Discuss next steps to proceed with financial coaching and give invitation to continue.
3 Month Coaching Package $594
Four (4) 60-minute sessions – Includes 2 one-hour coaching sessions in the first month and 1 one-hour coaching session for the next two months. Also, includes ability to email your financial coach with questions between scheduled sessions. Average cost is $198 per month.
6 Month Coaching Package $1,049
Seven (7) 60-minute sessions – Includes 2 one-hour coaching sessions in the first month and 1 one-hour coaching session for the next five months. Also, includes ability to email your financial coach with questions between scheduled sessions. Average cost is $175 per month.
9 Month Coaching Package $1,494
Ten (10) 60-minute sessions – Includes 2 one-hour coaching sessions in the first month and 1 one-hour coaching session for the next eight months. Also, includes ability to email your financial coach with questions between scheduled sessions. Average cost is $166 per month.
Pay As You Go Coaching Session $160 per 60-minute session.
There is not a set number of sessions. Also, includes ability to email your financial coach with questions between scheduled sessions.
Refinement Session $160
One (1) 60-minute session – Intended for clients who have already implemented a spending/money management plan who need recommendations regarding one or two new issues that have arisen. Additional sessions are generally not needed.
Payment for financial coaching is due in advance. If a client wants to upgrade to a longer financial coaching package, the cost will be prorated.
