Offerings (in-person or video conference)

Custom to Your Needs: 2 total hours - 1 session

Maybe you aren't ready for the 6-week program. That's ok. Maybe you are just looking for a consultation that focuses on your current budget, or maybe you need to understand retirement planning and investing.

Session - 2 hours

Content depends on your needs.

The Firehose of Finance: 5 total hours over 6 weeks

Everything you need to know, but it comes at you quickly. Only one follow-up after two main sessions.

Session 1 - approx. 2 hours

Budget, debt, money prioritization, automation, and your money infrastructure (bank, credit cards, credit score)

Session 2 - approx. 2 hours

Follow-up on budget, retirement planning, investing, more on automation

Session 3 - approx. 1 hour

Follow-up on all actions, further clarification, questions

The Hand-Hold: 7 total hours over 10 weeks

Everything from Firehose of Finance, but at a slower pace and two more follow-up sessions added.

The Helicopter Parent: 9 total hours over 14 weeks

Everything from Firehose of Finance, but at a slower pace and four more follow-up sessions added.

**There is also an hourly flat fee if you require a shorter consultation**

Call to discuss 410.533.9988

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