✅ One-on-one support. ✅ An easy-to-follow plan. ✅ Zero judgment.
Our coaching plans are designed to get to know you individually so we can tailor a plan to fit your needs.
You'll meet with your dedicated Certified Financial Planner® (CFP) for a comprehensive, 2-hour session to go through your current finances and set your money goals together.
Your coach will deliver and walk you through your personalized step-by-step financial plan during an onboarding session and go through any questions you have.
You'll have your follow-up 1:1 session(s) with your dedicated financial coach and dive deeper into personalized teaching on debt repayment, saving, and investing. This is where we see huge wins!