✨The Money Check-Up✨
Like a doctor's appointment but for your finances.
You know that feeling when you finally go to the doctor for the thing you've been putting off, and it turns out to be... fine? Or fixable? And the relief of just knowing is almost better than the diagnosis itself?
That's this.
For the first time, we have a small team of coaches with tremendous capacity to take on new clients. Spots for fall are limited, and we'd rather fill them with people who've been waiting for the right moment than let them go to whoever happens to see this first.
Here’s What You Get for $399
A full financial check-up of income, expenses, assets, debts, all of it, looked at together instead of in scattered spreadsheets and half-finished budgeting apps.
A real conversation, not a lecture, in 90 minutes with a coach who's going to ask good questions and actually listen to the answers
A concrete plan with the two or three things that matter most right now, not a 40-item to-do list you'll abandon by Thursday
Zero commitment. This is a standalone session. If you want to keep going afterward, the $399 applies directly toward a full engagement. If you don't, you still walk away with the plan.
We aim to provide you with clarity, and a concrete plan for what to do next, faster.
If this is exactly what you need but the price is a real barrier, tell us. We never want cost to be the reason someone doesn't get support.
