Your Money, Your Plan,
Your Coach
Private, personalized coaching that meets you exactly where you are — and builds a clear, realistic path to where you want to go. No judgment. No jargon. Just real progress.
Whatever You're Dealing With
From your first budget to your FI number — coaching covers every part of your financial life.
Choose What Works for You
Single session, a focused package, or ongoing monthly support — all priced on a discovery call.
One-Time Session
Targeted help for a specific question or goal
- ✓1 × 60-minute coaching session
- ✓Personalized action plan
- ✓Pre-session intake form
- —Monarch Money setup
- —Between-session support
Core Coaching
Ongoing guidance with flexible monthly billing — 3-month minimum recommended
- ✓1 × 60-minute session per month
- ✓2 × 30-minute expense coaching sessions/month
- ✓Monarch Money setup (1-hr session)
- ✓Monarch Money subscription included
- ✓Personalized action plan
- ✓Unlimited between-session support
All-In Package
Structured, start-to-finish support with accountability — extendable by agreement
- ✓4 × 60-minute coaching sessions
- ✓6 × 30-minute expense coaching sessions
- ✓Monarch Money setup (1-hr session)
- ✓6-month Monarch Money subscription included
- ✓Personalized action plan
- ✓Unlimited between-session support
All packages start with a free 30-minute discovery call. No commitment required.
How Coaching Works
Simple, clear, and built around your schedule.
Free Discovery Call
30 minutes, no commitment. We learn about your situation, answer your questions, and find the right package for you.
Accept & Sign
Confirm your package via email and sign your coaching agreement. Simple, quick, and done.
Schedule Your First Session
We ask for 2 weeks from signing — so we can prep your personalized financial snapshot before we meet.
Progress & Momentum
Each session builds on the last. We track wins, solve obstacles, and keep you moving forward.
Making Sense of My Journey
Where are you on your financial journey? Hover each step to explore.
Know Myself
Do you know your relationship with money?
Know My Numbers
Do you really know your numbers?
Safety Net
Are you prepared for an emergency?
Savings Goals
Do you have a savings plan with real goals?
Maximize & Surge
Are you maximizing every dollar you earn?
Invest in My Future
Are you investing in your future?
We help you make sense of your journey.
Whether you're at step 1 or step 6 — we start where you are and build from there.
What Clients Say
“Their approach is not just about finances…it's about understanding your relationship with money and how your personal history shapes it.”
— Ashraf Farassati
CEO of Travel Through Trauma
“My husband and I took their class and were very pleased… Highly recommend working with these two. Well worth your time.”
— Chattery Attendee
The Chattery
“The course was awesome! I've done financial literacy classes before and I still learned a lot!”
— Workshop Participant
Roper Young Professionals Network
Let's Make Sense
of Your Money
Book a free 30-minute discovery call and let's talk about where you are, where you want to go, and how coaching can help you get there.