Coaching Programs

Taking control of your money isn’t just about numbers—it’s about creating the life you’ve always wanted. Coaching is your next step toward clarity, confidence, and lasting change. Whether you want to fine-tune your cash flow, tackle debt, or achieve big financial goals, our personalized programs are designed to meet you where you are and take you where you want to be. Don’t wait for “someday”—start building your financial freedom today.

Not sure which program is right for you? Take our free E.A.S.E Assessment to discover where you stand with your finances and find the perfect program to help you succeed!

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Choose The Program Right For You!

90 Day Cash Flow Accelerator Program - 8 Sessions

This program is designed for individuals who are already proficient in managing their finances but want an expert perspective to fine-tune their cash flow and sharpen their financial goals. This program provides a thorough review of your financial strategy, actionable insights to optimize your money flow, and targeted coaching to help you stay on track. It’s the perfect “shot in the arm” to elevate your financial game and align your money with your bigger goals.

3 monthly payments of $400.00 USD

Money Mastery Program - 14 Sessions

This transformative six-month coaching course is designed to guide you toward financial mastery. We start by setting clear financial goals, mastering budgeting, managing debt, and initiating an emergency fund. Then, we dive into the basics of investing and enjoy customized sessions to ensure you're on track and understand the emotional aspects of investing. We also optimize your insurance coverage, craft a financial blueprint, and transform your relationship with money by cultivating a positive mindset and building financial confidence. As you celebrate your achievements, assess your progress, and create a sustainable roadmap for continued success and independence, you'll also experience personal growth. Embark on a journey to financial empowerment with expert guidance and personalized support—your future self will thank you!

6 monthly payments of $350.00 USD

Money Mastery Elite - 24 Sessions

Money Mastery Elite is an exclusive, year-long financial coaching program designed to empower you with the knowledge, strategies, and personalized support to take full control of your financial future. With 24 sessions, this program combines bi-weekly or monthly meetings with additional, customized sessions tailored to your unique goals and life changes. Through Money Mastery Elite, you’ll not only build a solid financial foundation but also develop a powerful “north star”–a guiding set of financial values that aligns your decisions with what truly matters to you. This program goes beyond simple budgeting by exploring investment basics, retirement planning, and even major life event preparation, all while offering consistent support to navigate unexpected financial challenges. Discover your financial north star and make values-driven decisions with certainty. Build and maintain a realistic budget that aligns with your lifestyle and goals using tools like Monarch Money. Understand the fundamentals of investing, learn market basics, and create an investment plan that suits your risk tolerance and goals. Gain a clear understanding of inflation, interest rates, and how the economy affects your everyday financial life. Be equipped to handle significant expenses or transitions, such as home ownership, education, or family planning, with a sound financial plan. Learn effective strategies for retirement planning, tax optimization, and wealth transfer to protect your legacy. Whether you’re preparing for retirement, planning a large purchase, or simply want a financial coach by your side for key decisions, Money Mastery Elite will give you the tools and confidence to make informed financial choices and achieve true financial freedom. Take the first step towards a secure, purpose-driven financial future with Money Mastery Elite.