Services
1:1 Financial Reset Session
Personalized 60-minute one-on-one coaching to rebuild your finances after a major life change. In this session we will:
Review your current financial situation
Identify what’s not working (and why)
Organize your income, expenses, and priorities
Create a simple, realistic plan you can actually follow
Answer any specific questions and concerns
$125
Budgeting & Financial Organization Coaching
Hands-on coaching to simplify your finances and take control of your money. In this coaching you will receive:
Ongoing financial coaching and support
Monthly budget planning and review
Financial organization systems tailored to you
Guidance on spending, saving, and financial habits
Accountability to keep you on track
$225
Small Business Bookkeeping
Stress-free, done-for-you bookkeeping and financial guidance for small business owners and entrepreneurs. With this service you will receive:
Monthly transaction categorization
Bank and credit card reconciliation
Monthly profit and loss reporting
Ongoing bookkeeping maintenance
Income & expense organization
Education around your business and support in identifying financial areas that may need closer attention
Better clarity around where your money is going and how your business is performing
Starting at $275
Workshops
Interactive financial workshops for groups, couples, and communities:
Join group workshops on saving, budgeting, and debt management
Special sessions for couples, schools, churches, and communities
Judgement-free environment to learn and ask questions