One on One Coaching

45 mins · $99

More info - A basic analysis of your financial statements prior to our call
- 45 minute coaching session with a focus on any area that you're currently working on improving
- This service provides a holistic approach to improving your financial well-being, as I assess key areas that are pivotal to your financial health: budgeting, credit, debt levels, investing etc View less

Budget Bundle

1 hour · $160

More info - A detailed analysis and assessment of your financial statements
- I build a comprehensive budget from scratch where I incorporate my unique cash flow formula
- 1 hour coaching session with a focus on your requested area
- A 4 step financial plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

Budget Bundle Couple

1 hour, 30 mins · $220

More info - A full analysis and assessment of a couple's financial statements
- I build a comprehensive budget from scratch where I incorporate my cash flow formula
- A joint 4 step action plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- 1.5 hour coaching session with a focus on your requested area
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

Investing 101

1 hour · $124.99

More info - This service is catered specifically to investing
- I spend an hour educating you on the stock market & investing mechanisms
- I'll review 3 relevant stock picks I'm currently researching. We'll review their financial health, growth potential, and other relevant metrics
- I'll also help you outline your investment objectives, time horizon, and risk tolerance based on your goals
- This service is perfect for anyone who wants to start investing but feels overwhelmed and doesn't know where to start OR anyone that's been investing but struggling. I teach you how to build a balanced portfolio!

*This is NOT financial advice or investment advice, you're responsible for doing your own research prior to investing to ensure you're making a well informed decision* View less

Investing in the Stock Market - JUNE 27TH: 5 PM PST

1 hour, 30 mins · $99.99

More info This Masterclass will break down everything you need to know about:

- How to invest
- How to select stocks, etfs, index funds, reits & more
- How to take advantage of tax sheltered accounts to maximize your gains
- How to set investment goals based on your age, life-stage, risk tolerance, and cash flow
- Investment strategies I took advantage of that helped me build a 6 figure net worth before 25

& so much MORE! View less

1-1 COACHING

45 mins · $89

More info - A basic analysis of your financial statements prior to our call
- 45 minute coaching session with a focus on any area that you're currently working on improving
- This service provides a holistic approach to improving your financial well-being, as I assess key areas that are pivotal to your financial health: budgeting, credit, debt levels, investing etc View less

BUDGET BUNDLE

1 hour, 30 mins · $144

More info - A detailed analysis and assessment of your financial statements
- I build a comprehensive budget from scratch where I incorporate my unique cash flow formula
- 1 hour coaching session with a focus on your requested area
- A 4 step financial plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

BUDGET BUNDLE FOR COUPLES

1 hour, 30 mins · $198

More info - A full analysis and assessment of a couple's financial statements
- I build a comprehensive budget from scratch where I incorporate my cash flow formula
- A joint 4 step action plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- 1.5 hour coaching session with a focus on your requested area
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

INVESTING 101

45 mins · $112.49

More info - This service is catered specifically to investing
- I spend an hour educating you on the stock market & investing mechanisms
- I'll review 3 relevant stock picks I'm currently researching. We'll review their financial health, growth potential, and other relevant metrics
- I'll also help you outline your investment objectives, time horizon, and risk tolerance based on your goals
- This service is perfect for anyone who wants to start investing but feels overwhelmed and doesn't know where to start OR anyone that's been investing but struggling. I teach you how to build a balanced portfolio!

*This is NOT financial advice or investment advice, you're responsible for doing your own research prior to investing to ensure you're making a well informed decision* View less

1:1 Coaching

$99.00

More info - An analysis of your financial statements prior to our call
- 45 minute coaching session with a focus on any area that you're currently working on improving
- An email summary of our call including recommendations View less

Budget Bundle Gift

$160.00

More info - A detailed analysis and assessment of your financial statements
- I build a comprehensive budget from scratch where I incorporate my cash flow formula
- 1 hour coaching session with a focus on your requested area
- A 4 step action plan designed to help you achieve your goals, with specific tactics and strategies catered to your circumstances
- I apply a holistic approach, by reviewing your statements and goals ahead of time, I walk into the consultation ready to make recommendations catered to you View less

Five 1:1 Coaching Sessions Package

$495.00