pricing

$695 to set up a lasting and documented financial plan that works with your values and meets your goals.

We’ll meet ~4 times over two months to set up a financial system that feels less like “ugh” and more like “ahh.” You’ll walk away with a documented plan and a clear sense of where your money goes, what it’s doing for you, and how to make it work harder (without you having to).  

In this series, we’ll:  

• Take stock of your financial systems (accounts, paychecks, cards — all of it).  

• Estimate your monthly spending — loosely is fine, perfection is not required.  

• Explore what’s stressing you out and what you’d love to simplify.  

• Get honest about your goals — house somewhere someday (lol), dream trip, career break — all welcome.  

• Unpack those sneaky money narratives that have been running the show.  

You’ll leave feeling more confident, organized, and in charge of your financial future.  

$95 for a 50-minute call

These one-on-one sessions are like a tune-up for your money mindset and your budget. We’ll blend the practical (spending, saving, investing) with the emotional (how you feel about money and why). Think of it as financial therapy meets coaching, with a dose of humor and zero judgment.  

Perfect for you if you’re:  

• Ready to update your financial systems and step into a more powerful future.  

• Wanting a financial plan, investing guidance, or a sounding board for big money moves.  

• Learning to budget, manage debt, or simply feel at peace with your finances.  

Every session is designed to build your clarity, skills, and confidence — so money stops being intimidating and starts being empowering. You’ll leave feeling more confident, organized, and in charge of your financial future.  

$95 for a 50-minute call

Merging finances isn’t just about bank accounts. It’s about merging values, dreams, and yes — spending habits. These sessions help you and your partner turn money into a bridge, not the next fight.  

We’ll:  

• Create a judgment-free zone for honest conversations about money.  

• Explore how each of your money stories influences your decisions.  

• Align your goals and values — even when they differ.  

• Build a shared financial plan that feels fair, flexible, and future-focused.  

Ideal for:  

• Couples moving in together, getting married, or navigating big transitions.  

• Partners who want shared clarity and confidence around money decisions.  

• Anyone tired of money talks ending in tension instead of teamwork.

Because when you feel financially aligned, everything else gets easier.