EM Services

60 MINS | Investment $400/Hour

$150 credit towards longer term services retainer

Have a specific Financial challenge? Need coaching on a pressing Financial issue?

Coaching on a specific topic/goal such as family planning, protection, college, home renting/buying, and retirement. This provides a professional perspective to your specific status.

WHO IS THIS FOR

One-time individual sessions are designed for clients looking for support with a particular issue, opportunity, or decision.

HOW DOES IT WORK

Schedule your 15 minute Introductory Session, during the call we will discuss the premise of your question. After the discussion, I will follow-up as needed to help create a personalized recommendation tailored to your current financial status. Then we will meet for our EMpower Hour in a mindful, safe, judgment-free space.

WHAT YOU CAN EXPECT

• (1) 1hr meeting (virtual or in-person)

• (1) Week email support with 72 hr response time post meeting

• Discussion summary & analysis of selected topic

• List of resources to help inform your next steps

• Personalized guidance

• Action step(s) that will help you start your journey to achieve your desired goal

(6) Month Commitment | $497/mo

Helps you assess your current status, and gain the confidence to begin to work towards establishing a solid foundation. This includes outlining goals, budgets, emergency fund, protection, and retirement.

In a mindful, safe, judgment-free space we’ll work to EMerge from your current financial status to a new empowered action oriented mindset. Specifically, we summarize where you are today and show you how to get to where you want to be based on your goals.

WHO IS THIS FOR

Not sure where to start? Need help with a specific topic like setting short/long-term goals, budgeting, or prioritizing debt payments?

This is for clients who are ready to take control over their financial wellbeing and be EMpowered to start taking action. You are ready to stop worrying, release doubt, & finally start your practice towards a positive Financial mindset.

HOW DOES IT WORK

We begin with an initial discovery session where we gather information about your overall desired state as follows: we align your priorities to help you achieve your goals, we will establish your goals and objectives. Together we’ll partner and be engaged every step of your personalized life. In this session I listen to understand and help you clarify your needs. Next, I help articulate and prioritize your goals for our work.

After the discussion, we get to work:

We align on your needs and the services I will provide; personalized to help you achieve your goals. This includes signing a service agreement, establishing key deliverables, creating a timeline, and payment schedule.

We begin to meet and take action towards your financial goals. Together, we'll partner and work every step of your personalized plan.

This includes being your accountability partner to help you stay on track and meet established goals, as well as a coach to answer your questions. We’ll transform your relationship with your finances into a holistic wellness proposal in a safe, judgment-free space.

WHAT YOU CAN EXPECT

(3) Months | (3) 60 Minute Sessions | Investment starting $497/mo

• Monthly 1hr meeting (virtual or in-person)

• Email support with 72 hr response time

• Access to Personal Financial Website for 3/6 months

• Financial Coaching to formulate your Financial Vision

• Establish your Financial Goals aligned with your values

• Organize your current financial status and identify key metrics

• Uncommon knowledge and pertinent Financial news updates as necessary

• List of resources to help inform your decisions

• Personalized guidance

• Action step(s) that will help you establish your financial foundation

(6) Months | (6) 60 Minute Sessions | Investment starting $447/mo

• Monthly 1hr meeting (virtual or in-person)

• Email support with 48 hr response time

• Access to Personal Financial Website for 12 months

• Financial Coaching to formulate your Financial Vision

• Establish your Financial Goals aligned with your values and work together to achieve

• Organize your current financial status and identify key metrics

• Guidance every step of your personalized plan

• Accountability partner to help you stay on track and meet your established goals

• Uncommon knowledge and pertinent Financial news updates as necessary

• List of resources to help inform your decisions

• Personalized recommendations

• Action step(s) that will help you establish your financial foundation

(12) Months | Investment starting $497/mo

Freedom from your current Financial space for the long-term, and gain the confidence to work through your financial hang-ups. EMpowered year helps establish financial wellness and helps get your mindset in order to lay the foundation towards your Financial Vision. This includes not only creating a framework, but taking action, towards your goals, budgets, emergency fund, protection, and retirement.

In a mindful, safe, judgment-free space we’ll work to EMerge from your current financial state to a new EMpowered action oriented mindset. Specifically, we summarize where you are today, show you how to get to where you want to be, and take action towards your Financial goals.

WHO IS THIS FOR

Ready to take control of your finances for the long-term? Engage in an accountability partnership to help you? Need help with taking action towards setting short/long-term goals, budgeting, or prioritizing debt payments?

Be EMpowered to take action with a mindset focused on your goals. You are working, saving, and ready to get ahead Financially. You are ready to stop worrying, release doubt, and further your practice to your ideal Financial wellbeing.

HOW DOES IT WORK

We always begin with an initial discovery call where we gather as much information about your current financial situation. In this session I listen to understand and help you clarify your needs. Next, I help articulate and prioritize your goals for our work.

After the discussion, we get to work:

We align on your needs and the services I will provide; personalized to help you achieve your goals. This includes signing a service agreement, establishing key deliverables, creating a timeline, and payment schedule.

We begin to meet and take action towards your financial goals. Together, we'll partner and work every step of your personalized plan.

This includes being your accountability partner to help you stay on track and meet established goals, as well as a coach to answer your questions. We’ll transform your relationship with your finances in a safe, judgment-free space.

WHAT YOU CAN EXPECT

• Monthly 1hr meeting (virtual or in-person)

• Unlimited email support with 48 hr response time

• Access to Personal Financial Website for 18 months

• Financial Coaching to formulate your Financial Vision

• Establish your Financial Goals aligned with your values

• Organize your current financial status and identify key metrics

• Custom annual service calendar to Illustrate your Journey towards goals with key financial dates and deadlines to stay on track

• Key Financial exercises to help get know your personal habits, uncover your true Financial dreams, and ideal tactics that will work long-term towards your goals

• Action step(s) that will help you establish your financial foundation

• Guidance every step of your personalized plan

• Accountability partner to help you stay on track and meet your established goals

• Uncommon knowledge and pertinent Financial news updates as necessary

• List of resources to help inform your decisions

• Personalized guidance

(12) Months | Investment starting $697/mo

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