Every service here has one thing in common: you get Sara.

A low-commitment way to experience financial coaching in a supportive group setting. Each session covers a specific financial topic — budgeting, debt, investing basics, merging finances — with time for questions and real conversation. No long-term commitment required.

Investment: $150–$300 per session

Exact pricing confirmed after a brief call — we'll make it work.

You feel stuck, overwhelmed, or just... unsure. You want to understand your situation and leave with a clear next step — not more confusion.

This is for you whether you're brand new to managing your own money, facing a big life change, or just finally ready to look at what's going on.

• Reviewing your current financial situation 
• Identifying immediate priorities 
• Clarifying key decisions you're sitting with
• Mapping your next 1-3 steps 

• A clear understanding of where you stand 
• Direction on what to focus on next 
• Your Archetype Guide (your specific result)
• Financial Starting Point Checklist
• A follow-up email with your action steps
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Investment: $500–$750

Payment plans available — because getting financial help shouldn't break the bank. (Yes, we see the irony.)

You're ready to fully understand your finances — not just get a snapshot. You want structure, support, and someone in your corner as you build it.

This is also for you if you've never really been involved in your own finances, don't know your account numbers, or are starting completely from scratch. We start from zero if we need to. 

• Organizing your full financial landscape 
• Understanding income, spending, assets, and obligations 
• Exploring your options and key financial decisions 
• Building a practical 90-day action plan

• 8 private coaching sessions over 8-10 weeks 
• Financial Clarity Workbook 
• Financial Snapshot Template 
• Decision-making frameworks 
• Personalized 90-day plan 
• 12-month financial roadmap
• Financial Confidence Statement

• A complete understanding of your financial picture 
• A clear plan for what to do next 
• Confidence in making financial decisions 
• Structure and accountability to move forward

Investment: $2,500–$3,500

Payment plans available — we'll find what works for your situation.

You've built some clarity and you don't want to lose it. Life keeps throwing new financial decisions at you, and you want someone in your corner who knows your situation — without starting over every time. 

• Ongoing decision support 
• Accountability and regular check-ins 
• Navigating new financial situations 
• Staying aligned with your goals

• Continued clarity and support 
• Confidence in day-to-day financial decisions 
• A trusted space to think through what’s next 
• Consistency so you don’t fall back into overwhelm

Investment: $400–$800/month

Flexible structures available — let's talk about what makes sense for you.

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