Services
Best Value: Money Stability Bundle
If you want the best results, this is the simplest way to stay consistent. We start with a full Budget & Debt Gameplan Session, then use two quick check-ins to keep your plan working as real life changes (Zoom encouraged to make it easy).
Includes (within 90 days)
1 Budget & Debt Gameplan Session (60-90 min)
2 Monthly Check-Ins (30 min each)
Option to add extra check-ins at the same discounted rate within a 6-month window
You’ll leave the first session with printed take-home tools:
Payday Plan template
Bill Calendar / Due Date Map
Stop-the-Leaks checklist (fees + subscriptions)
Next Steps Checklist
In-home, public meeting, or Zoom
Best for: Accountability + Real Progress
Budget & Debt Gameplan (Financial Coaching Session)
A judgement-free session to take the weight off your shoulders and get your month under control. We’ll map your real numbers, organize bills and due dates, and build a simple money stability plan that fits your life - cash-flow, budgeting, and debt if needed.
You’ll leave with:
A clear monthly plan built around your paydays
A realistic debt timeline and next steps (if needed)
A simple plan to stay on track
Printed take-home tools; Payday Plan, Bill Calendar/Due Date Map, Stop-The-Leaks checklist, and next steps checklist
In-home, public meeting, or Zoom
Best For: A one-time reset with a functional plan for the future.
Monthly Check-In (Accountability Session)
A quick follow-up session for clients who want accountability and small adjustments over time. We’ll review what actually happened since your last session, troubleshoot what got in the way, and update your plan so it stays realistic. Zoom is encouraged (fast, easy, and keeps you consistent), but in-person is always available.
Great for:
Staying consistent month to month
Variable income or changing expenses
Preventing overdrafts and late fees
Keeping debt payoff on track
What it includes:
A quick review of last month (wins + friction points)
Updates based on real spending and prgoress
2-3 clear next steps fort he next 30 days
Zoom encouraged | In-person available