pricing

Her Financial Cents Membership is a 6-month coaching engagement designed to help you build a financial life that feels organized, intentional, and sustainable. Whether you're navigating your finances on your own or with a partner, this is where planning turns into action.

This is for you if you want ongoing support while making real financial decisions, implementing your plan, and building systems that actually stick.

Over 6 months, we'll move beyond planning and into emotions and execution. Together, we'll:

• Build and refine a financial system that supports your life, including optimizing cash flow, savings, investing, and long-term goals

• Make confident decisions as your finances evolve, whether you're navigating income changes, bonuses, career transitions, home purchases, growing your family, or other major life events

• Create a repeatable structure for managing money month to month without overthinking every decision

• Receive real-time guidance through investing, account setup, reallocations, prioritization, and other financial decisions as they arise

• Build the confidence to manage your finances independently or, if you're working with a partner, create a shared system that feels collaborative, clear, and aligned

What's Included

• Three 1-hour planning sessions to design and refine your financial plan

• Three 45-minute follow-up sessions to support implementation and decision making

• One 75-minute full portfolio review to be held within 6 months of membership end date to review allocations and make changes

• A documented financial action plan for your largest goal planning

• Unlimited email support for 6 months for ongoing questions, accountability, and real-time guidance

• Templates, tools, and resources to help build lasting financial systems

• Direct support making key financial decisions as they come up

By the end of the 6 months, you'll have a financial system that's fully implemented, a clear framework for making future decisions, and the confidence to manage your money for years to come, whether independently or together.

Investment: $4,295 for individuals | $4,795 for couples

In this 8-week financial spring, we'll make confident decisions about your current and future money so you don't just leave with a plan, you leave having started to implement it.

This option is designed for people who want focused guidance to organize their finances, answer key questions, and create a clear one time action plan. Unlike the full membership, this is not an ongoing coaching engagement. We'll spend less time on the deeper behavioral, emotional, and long-term decision-making aspects of money, and instead focus on getting your financial system organized, optimized, and moving you in the right direction.

Together, we'll:

• Fine tune your current finances, including accounts, income, spending, investments, and goals.

• Get specific about your financial priorities and timelines so your money has a clear direction.

• Organize your cash and investments so your money is working for you instead of sitting idle.

• Create a practical action plan and make confident decisions about your next financial steps.

What's Included

• One initial 60-minute deep dive session to understand your complete financial picture and goals

• Three 45-minute follow-up sessions to implement changes

• Unlimited email support for 8 weeks

By the end, you'll have a financial system in motion, meaningful progress toward your goals, and the confidence to continue making financial decisions on your own.

Investment: $1,895 for individuals | $2,295 for couples

This is a one-time 75-minute single session focused on diving deep into your investment portfolio. We will make sure your investments match your goals, your allocations work for your timelines, and that you can ask questions about your portfolio and how to best rebalance or strategize for upcoming changes.

Most clients benefit from a once yearly portfolio review in October/November.

Price: $495