Affordable Financial Solutions For Educators
The Essentials Plan
Perfect for educators looking to increase their summer savings
200
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Initial 30-minute Free video consultation
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Personalized budget template
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Financial assessment with a summary of actionable steps
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(1) Hour session to review your plan and refine strategies
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(1) 30 min follow up to track goals and progress
Our most popular plan
The Premium Plan
For clients who want financial guidance & accountability
550
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Initial 30-minute Free video consultation
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Personalized budget template
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Financial assessment with a summary of actionable steps
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Customized savings and spending plan
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(3) 1 - hour sessions to review progress & accountability
The Legacy Plan
For clients who want a long-term financial partnership
1,200
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Initial 30-minute Free video consultation
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Personalized budget template
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Weekly brief & convenient check-ins via text or phone
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Monthly financial reviews to adjust & optimize the plan
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(12) 1 hour session for monthly guidance &accountability