If you’re looking for something completely collaborative and tailored to your specific goals, 1:1 sessions are likely the right option for you.

Sessions can include, but are not limited to:

• Taking stock of your starting point

• Identifying your true goals (examining what we’ve been told to want vs what we actually want) and potential roadblocks

• Acknowledging your feelings and beliefs about money

• Creating a budget

• Creating a short to mid-term savings plan

• Creating a long-term plan for your money, including next steps beyond money management

Number and length of sessions vary based on your personal goals. For example, if you’re looking for someone to help you quickly create a budget, we may only have 2-3 sessions. If your goal is to start with budgeting and behaviors, then end when you’ve paid off all of your debt, we will work together until your goal is achieved or you’ve become confident in your ability to reach the goal on your own. A customized package will be determined based on the information provided during your consultation session and included in your follow-up email.