You've been working hard to pay down debt, save for an emergency fund, and manage your finances, but life keeps getting in the way, and you simply don’t have the time.
It sounds like you could benefit from a personal finance coach who can help you develop a plan that fits your lifestyle and holds you accountable for executing that plan.
3-2-1 Plan 3-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$175
/Monthly
Financial Check Up 6-month Plan
You have a steady income and pay your bills on time, but your wealth feels stagnant. This 6-month partnership focuses on building your financial infrastructure. We move beyond basic tracking to help you optimize employer benefits (401k/HSA), automate your savings, and build a high-yield emergency fund that aligns with your lifestyle goals.
$280
/ Monthly
House In Order 12 Month Plan
For professionals facing major life transitions like marriage, home buying, or family planning, we offer a 12-month program to assess your 'Financial House.' We address complex debts (like Student Loans and Car Loans) while developing a retirement strategy to maximize your money's potential. This is for those ready to move from 'getting by' to building a legacy.
$240
M/onthly