1:1 Financial Sessions

We’re here to help you take control of your money—and your future

Fill out this quick application and book your FREE discovery call to see which of our 1:1 financial coaching programs is the right fit for you. This is your chance to stop guessing with your money and start moving with a clear plan. We’re excited to connect with you, learn about your goals, and help you build the financial life you actually want.

About our 1:1 Financial Coaching Services —

What is it?

This isn’t generic advice or “just save more” talk. In our 1:1 coaching, we will:

• Help you create a clear, step-by-step plan to reach your financial goals

• Show you how to take full control of your money (instead of wondering where it went)

• Build a realistic budget that actually works with your lifestyle

• Identify what’s been holding you back—and help you break through it

• Give you practical, personalized advice based on your situation

• Help you move closer to both your short-term wins and long-term vision

• Guide you to make confident, wise financial decisions

• Answer all your questions—no matter how big or small, no judgment, no pressure

Who is this for?

This is for you if you:

• Struggle to create or stick to a budget

• Feel stuck in the paycheck-to-paycheck cycle

• Need help building a zero-based budget that makes sense

• Want to finally hit your savings goals

• Are ready to start your journey toward becoming debt-free

• Feel stressed, anxious, or overwhelmed when thinking about money

• Need clarity and direction with your overall financial goals

• Are a Gen Z or Millennial looking to level up your financial knowledge

• Want judgment-free support and someone truly in your corner

Where?

• 100% Virtual (Online) — join from anywhere

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Our 3-Month Financial Coaching Plans

Starter Plan — Build Your Foundation

(1 session per month — 3 total sessions)
Investment: $597 total ($199/month)

Perfect if you’re just getting started and need clarity, structure, and a solid plan.

What’s included:

• 1-hour 1:1 coaching session each month to guide your progress

• A personalized monthly budget tailored to your real life (not a template)

• A clear, step-by-step action plan so you always know what to do next

• Your own financial roadmap file with goals, focus areas, and progress tracking

• Light support via text/email/DMs for quick questions between sessions

• Access to helpful tools & resources to keep you learning and growing

Best for: Getting organized, building consistency, and finally feeling in control

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Growth Plan — Stay Consistent & Build Momentum

(1 session every other week — 6 total sessions)
Investment: $897 total ($299/month)

Perfect if you want accountability, faster progress, and ongoing support.

What’s included:

• 1-hour bi-weekly coaching sessions to keep you on track

• A fully customized monthly budget that evolves with you

• A strategic monthly game plan with clear priorities and goals

• A detailed progress dashboard with feedback, insights, and next steps

• Weekly check-ins to keep you focused and consistent

• Ongoing support via text, email, and DMs—so you’re never stuck

• Access to exclusive resources, tools, and money strategies

Best for: Breaking bad habits, building savings, and gaining real momentum

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Elite Plan — Transform Your Financial Life

(1 session every other week — 12 total sessions)
Investment: $1,497 total ($499/month)

Perfect if you’re ready to fully commit and want high-level support, intentional results, and real transformation.

What’s included:

• 1-hour weekly 1:1 coaching sessions for deep, consistent guidance

• A highly personalized budget + financial system built around your goals

• A weekly action plan so you’re always moving forward with purpose

• Your own financial transformation hub with detailed tracking, feedback, and strategy

• Weekly accountability check-ins to keep you disciplined and motivated

• Unlimited, priority support via text, email, and DMs (you’re never alone in this)

• Access to premium resources, tools, and advanced financial strategies

Best for: Paying off debt faster, hitting big goals, and creating long-term wealth habits

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No matter which plan you choose, you’re not just getting advice—you’re getting a strategy, support system, and someone fully in your corner.

Your financial transformation starts with one decision. Let’s make it happen!

Disclaimer:

• We don't offer investment advice

• NO REFUNDS ON SERVICES