Here’s How We’ll Work Together

Financial coaching isn't complicated — it's just intentional. Here's what the journey looks like:

1

Free Discovery Call

We'll spend an hour getting to know each other. You'll tell me about your situation, your goals, and what's been holding you back. I'll explain how coaching works and help you decide if it's the right fit. No sales pitch, no pressure — just an honest conversation.

2

Choose Your Package

Based on where you are and where you want to go, we'll choose the package that makes sense for you. Whether you need a quick foundation or a full transformation, there's an option that fits.

3

Start Your Coaching Journey

We'll meet bi-weekly (virtual or in-person if you're local to Fishers, IN) for focused, action-oriented sessions. You'll get personalized guidance, accountability, and support between sessions. This isn't passive learning — it's active progress.

4

Experience the Transformation

You'll start seeing results fast: clarity where there was confusion, progress where you felt stuck, and confidence where there was fear. The goal isn't perfection — it's forward momentum. And we'll celebrate every win along the way.

Choose the Package That Fits Your Goals

I keep my client roster intentionally small. Smaller means I can give every client real attention — not a cookie-cutter experience. Right now I have space for a limited number of new clients. If you have been thinking about starting, this is a good time.

Every package includes coaching for couples at no extra cost — because money fights are usually about more than just money, and your partner deserves to be part of the solution. All sessions are 1 hour, and you'll get the same level of personal attention no matter which package you choose.

Foundations

6 Sessions | Bi-Weekly | 3 Months

$750 $125 per session

What's Included:

  • 6 one-hour coaching sessions (virtual or in-person)
  • Personalized action plan for your immediate goals
  • Accountability and email/text support between sessions
  • Couples coaching included at no extra cost

Best For:

  • You need a strong start and fast results
  • You have a specific goal (pay off a debt, build an emergency fund, stop the money fights)
  • You're ready to commit to 3 months of focused work
Get Started
Most Popular

Momentum

12 Sessions | Bi-Weekly | 6 Months

$1,350 $112.50 per session Save $150 vs. Foundations

What's Included:

  • 12 one-hour coaching sessions (virtual or in-person)
  • Personalized action plan with ongoing adjustments
  • Accountability and email/text support between sessions
  • Couples coaching included at no extra cost
  • Time to build lasting habits and see real transformation

Best For:

  • You want to make serious, sustainable progress
  • You're tackling multiple financial challenges
  • You know that real change takes more than a few weeks
  • You want the best value per session

Why this package works: Six months gives you enough time to not just learn the tools, but actually live them. You'll build momentum, hit milestones, and create habits that stick.

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Transformation

18 Sessions | Bi-Weekly → Monthly | 9-12 Months

$1,800 $100 per session Save $450 vs. Foundations

What's Included:

  • 18 one-hour coaching sessions (virtual or in-person)
  • Personalized action plan with ongoing refinement
  • Accountability and email/text support between sessions
  • Couples coaching included at no extra cost
  • Transition from bi-weekly to monthly as you gain independence
  • The deepest level of transformation and long-term stewardship

Best For:

  • You're ready for a complete financial overhaul
  • You want to build wealth, not just survive paycheck to paycheck
  • You're thinking long-term: retirement, legacy, generosity, purpose
  • You want a coach in your corner for the entire journey

Why this package works: This is where transformation becomes your new normal. By the end, you won't just have a plan — you'll have a completely different relationship with money.

Get Started

Not Sure Which Package Is Right for You?

That's exactly what the free discovery call is for.

We'll talk through where you are, where you want to go, and which package will get you there fastest. There's no pressure, no obligation, and no judgment — just an honest conversation about what makes sense for you.

Some clients know they need the full Transformation package from day one. Others start with Foundations and add more later. There's no wrong answer — just the right fit for you.

Here's what I know: The only wrong choice is doing nothing. If you're reading this page, you're already ready for change. Let's talk about what that looks like.

Whichever Package You Choose, You Get:

1-Hour Sessions

Virtual or in-person (Fishers, IN area). Focused, productive, and built around YOUR agenda.

Personalized Action Plans

Tailored to your unique situation and goals — not a generic template.

Support Between Sessions

Email and text access for quick questions — you're never on your own.

Couples Coaching Included

Your money journey is better together — no extra cost for couples.

Celebration of Every Win

Progress deserves to be recognized — not just the finish line.

Already a Client? Book a Single Session

If you've completed a coaching package and just need a tune-up or want to tackle a new goal, you can book a single session for $150.

This option is available to existing clients only — because we've already built a foundation together, and sometimes you just need a focused hour to get back on track.

Book a Single Session For existing clients only