Individual Solutions
From Budgeting to Building
Moving from Budgeting to Building is a fundamental shift in how you view money. Budgeting is “playing defense”—it’s about making sure your money doesn’t disappear. Building is “playing offense”—it’s about making your money work for you so that your future self doesn’t have to work as hard. For those seeking personal clarity and confidence with money. One-on-one sessions help you uncover patterns, set meaningful goals, and create financial habits that align with your values and lifestyle.
Individual
Package
Clarity Session: $200
- 60 minute "deep dive" evaluation of finances and wellness
- 3 immediate action steps
Three Month Reset: $1000+
- Quarterly program to build new financial habits.
- Initial strategy session (90 minutes)
- 4 quarterly accountability calls
- Custom budget spreadsheet & debt payoff plan
- Email support
The Wellness Builder: $1900+
- A 6-month mentorship for major life transitions (buying a home, career change)
- Bi-weekly coaching calls
- Investment education (asset allocation basics)
- Negotiation scripts for salary/bills
Client Feedback
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Frequently Asked Questions
Answer: Not exactly. Financial planning often focuses on long-term wealth and investment portfolios. Financial wellness is more holistic—it focuses on your daily relationship with money, reducing stress, and building the habits needed to feel secure today while you build for tomorrow.
Answer: No. Financial wellness is for everyone. Whether you are looking to get out of debt or you are a high-earner trying to optimize tax strategies and retirement, the goal is progress, not just repair. Even those with high "financial literacy" benefit from new strategies to manage stress and automate their goals.
Answer: While money is the #1 source of stress for many, this is not clinical therapy. It is behavioral education. We address the "money-emotions" like anxiety and shame, but our focus is on providing practical, actionable frameworks that improve your peace of mind.
Answer: I do not provide specific investment "tips" or tell you which stocks to buy. Instead, I empower you with the tools and logic to make those decisions for yourself. My goal is to make you the "CEO of your own money" by explaining how different financial systems work.
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Answer: Traditional coaching is often a "one-way" street of advice. This work is integrated with your life at this company. We specifically talk about how to maximize the benefits you already have access to, like your 401(k) match, HSA, and other "hidden" company perks.
Answer: 100%. As a speaker, I never see your bank accounts, and your employer never sees your personal data. Any polls or questions asked during the session are completely anonymized. Your financial journey is your own business; I am just here to provide the map.
Answer: You will likely feel a "stress-drop" immediately after the session just by having a plan. Many employees see tangible shifts in their numbers (like increased savings or reduced interest payments) within the first 30 to 90 days of applying the frameworks.
Answer: Absolutely. We cover "Life Stage" finances—buying a home, starting a family, or preparing for retirement. I provide frameworks for evaluating the financial impact of these big moves so you can make them with confidence rather than fear.
Answer: Start with the "Foundations" keynote. It’s designed to be a universal starting point. From there, we provide a resource roadmap that helps you identify if you need a deep-dive workshop on debt, a session on investing, or 1-on-1 support.