What We Offer:

The Money Gameplan

$500

  • Comprehensive Analysis of Your Current Lifestyle
  • Customized Strategy
  • One Coaching Call to Explain the Results
  • Customized Strategy Playbook
  • Complete Guide to Budgeting EBook
  • $0 – $10K EBook

For anyone who wants clarity on how to achieve a goal or a dream. Many of my clients are looking for a coaching path to:

  • Get out of debt
  • Break Free from Living “Paycheck – to – Paycheck”.
  • Save for Retirement or make sure they are on the right track
  • Learn how to run a household budget with irregular income. (IE. Realtors)

Six Month Coaching

$2,000

  • Everything in The Money Gameplan Included
  • Weekly Coaching Strategy Session
  • Post Coaching “Maintenance” Strategy
  • Contact Availability for Questions (Excluding Sundays)

For anyone who would like guidance and support along their financial journey.

  • Get out of debt
  • Break free from living paycheck to paycheck
  • Save for retirement
  • Save for large purchases

Money Management

Call

  • Everything in The Money Gameplan Included
  • Create a Savings and Investing Plan
  • Update Your Budget for You Monthly
  • Save & Invest for You Automatically
  • 100% Availability for Calls or Messages
  • Monthly Reports Automatically Emailed to You (All Categories Listed in an Easy to Read PDF)

For high-income individuals and couples who are looking for an expert to manage their money and don’t want to spend time transferring or worrying about cash in the bank for savings, purchases, goals, and investments.

Bringing you confidence and clarity to your money!

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