Lay Your Financial Groundwork

Understand your money archetypes, emotional relationship with money, and the patterns that have been quietly shaping your decisions. 

Get a complete picture of your income, expenses, debt, and savings — and build a budget that actually reflects your real life. 

Whether you’re single, in a relationship, or navigating a financial merge — understand what healthy financial partnership looks like before it becomes a source of conflict. 

Set real financial goals with timelines, understand investing and retirement basics, and build a plan that grows with you. 

You're in your 20s or 30s and you want to understand your money — but you're not sure where to start. Maybe no one ever taught you. Maybe finances have always felt like something other people understood and you didn't. This call is your starting point.

• Understanding your current financial picture
• Identifying your most important first steps
• Clarifying what's confusing or overwhelming
• Figuring out which program or support fits your situation
• Identifying which other professionals you may need — and helping you prepare for those conversations so you walk in informed, not overwhelmed 

• A clear sense of where you actually stand
• Your next 1–3 financial priorities identified
• Confidence walking out that you know what to do next

Investment: Complimentary

Included with any Foundations program enrollment. Available as a standalone for $150.

You’re ready to actually understand your finances — not just Google tips and hope for the best. You want structure, a real picture of your money, and someone to help you build habits that stick before you enter a marriage, a lease, a career change, or any other major financial chapter.

This is also for you if you’ve never really been involved in your own finances, don’t know your credit score, or feel genuinely embarrassed that you’re not further along. We start from zero if we need to. 

• Understanding your money mindset and where it came from
• Building your personal financial picture from scratch
• Understanding income, spending, credit, and debt
• Creating a savings plan and emergency fund goal that actually fits your life
• Identifying which other professionals you may need — and helping you prepare for those conversations so you walk in informed, not overwhelmed

• 5 private coaching sessions over 8–10 weeks
• Financial Clarity Workbook
• Personal Budget Tracker (6-tab Excel)
• Personal Financial Snapshot
• 7-Day Spending Awareness exercise
• Financial Confidence Statement
• 12-month financial action plan

• A complete personal financial snapshot
• A clear understanding of your spending, saving, and debt
• Confidence managing your own money independently
• A plan that reflects your actual life and goals

Investment: $750–$1,200

Payment plans available — because building a financial foundation shouldn’t require one you already have.

You're getting serious about a relationship and realize you have no idea what you are each bringing to the table. Or you have already merged finances and one person handles everything - and that no longer feels right. Or you have tried to have the money conversation and it always turns into a conflict.

• 2-4 private coaching sessions (individual and/or joint)
• Individual Financial Picture worksheet (completed privately before the joint session
• 5 Questions Before Merging Finances worksheet
• Shared Budget Tracker setup
• Household money structure options and decision framework
• Monthly financial check-in template to use on your own

Investment: $400-$800 (2 to 4 sessions)

2 sessions (1 individual + 1 joint) $400

3 sessions (2 individual + 1 joint) $600

4 sessions (full structure) $800

• Both partners understand each other’s financial starting point
• A clear, agreed-upon household money structure
• A budget you both had input in building
• A communication framework for money conversations that doesn’t turn into an argument
• Confidence entering this chapter of your life with your eyes open

Investment: $400–$800/month

Based on number of sessions and structure. Confirmed after a brief call.

You’ve built your foundation and you don’t want to lose it. Life keeps changing — new job, new apartment, new relationship, new expenses — and you want someone who already knows your situation and can help you navigate each chapter without starting over from scratch. 

•  Monthly check-ins on your budget and financial progress
• Ongoing decision support as new situations arise
• Accountability for the goals you set in your program
• Navigating new financial milestones with confidence
• Identifying which other professionals you may need — and helping you prepare for those conversations so you walk in informed, not overwhelmed

•  Continued clarity as your financial life grows
• Confidence in financial decisions as things change
• A trusted space to think through what’s next
• Consistency so you don’t fall back into uncertainty

Investment: $400/800 month

Flexible structures available — let’s talk about what makes sense for where you are.