Starter Planning
Waiting for the perfect moment to get your finances in order?
The truth is, gaining real control of your money starts with awareness and building good habits. There is no shortcut, but it’s easier than you think!
In the Starter Plan we break it down into manageable steps that are personalized for your life and designed to keep you motivated.
The truth is, gaining real control of your money starts with awareness and building good habits. There is no shortcut, but it’s easier than you think!
In the Starter Plan we break your finances into manageable steps. They're personalized for your life and designed to keep you motivated.
Budgeting is like dieting. If you change too much at once, it’s not likely to stick.
here's what you can expect:
We listen to where you’re at. Whether you’re feeling stuck or just want a clear starting point, we take the time to understand your situation and what matters most to you.
We break things down. We look at your money, including your income, spending, debts, and savings, and help you see the whole picture without it feeling overwhelming.
We focus on the basics that make a difference. From budgeting and managing debt to setting up automations and monthly check-ins, we help you build simple habits that fit your life.
We plan practical next steps. You’ll walk away with clear, manageable actions to build momentum and feel more in control.
You'll get support when you want it. After your plan is set, you can take it from here or choose optional follow-up sessions to check in, stay accountable, and get help whenever you need it.
This is perfect for you if...
INVESTMENT: $499
• You are new to financial planning and unsure where to start
• You feel overwhelmed by your current financial situation
• You are a couple wanting to relieve money-related tension and create systems that are inclusive and beneficial for both of you
• You need judgement-free support to address specific challenges
This includes two strategy sessions
and written recommendations.
Need More?
customize your support with our
featured add-ons below.
ADD-ONS
MONTHLY CHECK-IN
(12 per year)
—
$1250
QUARTERLY CHECK-IN
(4 per year)
—
$499
30 MINUTE CHECK-IN
—
$150/SESSION
You get to customize your experience based on how much support and accountability you want.
AS NEEDED
ongoing accountability
Frequently asked questions
What can I expect from the initial session?
We’ll have an honest conversation about your current challenges and goals. From there, we’ll create a straightforward action plan that helps you gain control without feeling overwhelmed.
Can I involve my partner or spouse in the process?
It’s great when both partners are involved, but we understand that sometimes one person handles most of the financial details.
Whatever your situation, your plan will respect how much each of you wants to be involved and make sure everyone has a chance to be heard and provide input, no matter who manages the day-to-day.
Will this help me build habits I can stick with?
Managing money can feel like too much work, but it doesn’t have to be that way. We take the time to understand what’s working for you and what isn’t, then help you build simple systems that fit your life and make handling your finances easier.
What if I need more help after the Starter Plan?
The choice is yours. You can move forward independently or pick from flexible follow-up sessions designed to keep you on track and provide support as needed.
With clear steps designed to fit your life, get moving with the Starter Plan today.
Get in Touch
