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Plans and Pricing

Accounting and Tax Services:

Small business and tax file rates are determined on a per situation basis. Please schedule a consultation to discuss scope of work. 

Need a quick opinion or just enough to get started?

Schedule a 1 hour coaching session

with no monthly obligation.

1 Hour Coaching Session

$165

Monthly Membership

See Below

for Pricing

Invest in your financial future.

Most financial goals take months or years to reach.

A membership will help you stay on track.

Personal Finance:

Personal Finance Membership Plans

Monthly Membership

$320/Month

$55

One Time Enrollment Fee

Unlimited One on One Coaching Sessions for 1 month

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Personally Created Budget Template

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Unlimited Check-ins and Follow-ups

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Unlimited Access to Video Tutorials

​

Budget Tools Based on Need

3 Month Membership

$295/Month

$55

One Time Enrollment Fee

Unlimited One on One Coaching Sessions for 3 Months

​

Personally Created Budget Plan Based on Personal Goals

​

Unlimited Check-ins and Follow-ups

​

Personally Created Budget Template

​

Unlimited Access to Video Tutorials

​

Budget Tools Based on Need

1 Year Membership

$275/Month

$55

One Time Enrollment Fee

Unlimited One on One Coaching Sessions for 1 Year

​

Personally Created Budget Plan Based on Personal Goals

​

Unlimited Group Glasses for the Year

​

Unlimited Check-ins and Follow-ups

​

Personally Created Budget Template

​

Unlimited Access to Video Tutorials

​

Budget Tools Based on Need

WHY AN ENROLLMENT FEE?

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All plans are charged a one time enrollment fee.

The enrollment fee is in place to encourage you to dedicate yourself to financial success,

and not to only pick up the habit every few months when you feel like it.

You've made it this far - stick with it!

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