Services

Personalized Financial Guidance

Build the Financial Life
You Actually Want

Managing your finances doesn't have to feel overwhelming. We provide personalized guidance to help you build clarity, confidence, and a stronger financial future, on your terms.

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What We Offer

Services Built Around Your Life

1-on-1 Session
$125

1:1 Personal Finance Coaching

One 60-minute session

A focused, one-on-one session designed to bring clarity and momentum. Ideal if you want structure, accountability, and expert guidance without a long-term commitment.

  • Personalized budget framework built around your real numbers
  • Clear action steps you can follow right away
  • A collaborative session, not a lecture or generic worksheet
What makes it different: Built entirely around your priorities and real life. No fluff, no templates.
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Most Popular
$500

Financial Reset Package

4 sessions over 4 to 6 weeks

A focused reset designed to help you take real control of your money. Each session builds on the last, with ongoing check-ins to keep you accountable and on track.

  • Map exactly where your money goes and organize your accounts
  • Build a realistic budget that fits your actual life
  • Clear debt paydown plan and savings strategy
  • Credit review with a step-by-step improvement plan
  • System to track bills and automate savings effortlessly
Result: Gain control of your finances, improve your credit score, build consistent saving habits, and feel confident making decisions with your money.
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For Couples
$275 $350

The Couples Clarity Reset

2 sessions/month, 2-month minimum

Ongoing support to help you navigate finances as a team with real talk, real tools, and a plan that adjusts as your life evolves. Move from tension to teamwork.

  • Monthly review of spending, savings, debt, and credit progress
  • Support through income changes and unexpected expenses
  • Guidance on upcoming financial decisions so you stop guessing
  • Budget and saving strategy that evolves with your relationship
Result: Grow your savings, reduce debt faster, and stay in control of your money long term as a united team.
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Monthly Membership
$35/mo

Mint Membership

Monthly subscription, cancel anytime

An affordable way to build better money habits, stay consistent, and improve your finances over time without needing one-on-one coaching right away. This is where the journey often begins.

  • Quarterly workshops on budgeting, saving, debt and financial planning
  • Simple tools and templates you can start using immediately
  • A supportive community to keep you motivated and accountable
  • Option to move into personalized 1-on-1 coaching when you're ready
Result: Build financial confidence, create better habits, and make steady progress at a price that works for where you are right now.
Join the Mint Membership Low monthly cost. Ongoing guidance. Real results.

Not Sure Where to Start?

Let's find the right fit for where you are right now and map out exactly where you're going.

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