Budget Review and Analysis: $935

•  Introductory conversation to discuss current money habits and goals (1.5-2 hours).

•  In-depth analysis of monthly income and expenses.

•  Personalized recommendations for meeting spending, savings, and investing goals.

•  Follow up meeting to discuss recommendation and implementation strategies (2 hours).

• Access to RightCapital Planning Software Net Worth and Profile modules.

  Payment Options

• Installment Payments: $467.50 due at contract signing + $467.50 due upon delivery of your final report.

• OR Pay in Full and save $100.00: $835 due at contract signing.

 The Budget Review and Analysis is required before additional services listed below can be requested.

Cash Flow Coaching: $90/hr.

Check-in calls personalized to meet your specific needs.

•  Gain accountability for implementing recommendations.

•  Discover how to think and communicate about money in a positive, productive way.

•  Learn how to lessen guilt around spending.

•  Develop strategies for creating positive money habits.

Strategy Sessions: $120/hr.

 Get in-depth answers to your specific finance questions including:

•  Retirement Savings Review & Analysis

•  Education Savings & Spending

•  Investment Portfolio Review & Implementation

•  Credit Report Review & Strategies

•  Debt Repayment Schedules & Strategies

  *Purchase of a Strategy Secession will include access to the related RightCapital modules.

Special Project Sessions: $120/hr. (virtual) & $140/hr. (on-site as available)

 Large Purchase, Home Purchase, & Home Improvement Guidance.

•  Exploration and Analysis of all options.

•  In-person advocate (subject to availably).

**All services and prices are subject to change**