Finance Management Packages
OPTION 1
STARTER PERSONAL FINANCE COACHING
$99 / 50-min pricing
1-1 personal finance coaching
During the course:
- Build a simple monthly cash-flow plan
- Create prioritized debt and savings action list (To do list next 30-90 days)
After the course:
- Can explain payoff/savings timeline
- Can control day-to-day decision
- Build habits about reviewing budget and bank accounts weekly
Early-career professionals, first-time full-time employees, urban professionals with rising income but no money system.
OPTION 2
FINANCE WELLNESS SMALL TEAMS
$199 / 50-min pricing
Small group ~ 10 people finance coaching
During the course:
- Interactive workshop on core topics: budgeting basics, debt, emergency funds
- Provide each participant with a simple “Money Snapshot” worksheet and a list of next-step actions
After the course:
- Higher confidence with personal finances (self-rated at the end and 30-days)
- Point to a tangible benefit for employee wellbeing and retention
Nonprofits, education organizations, and small businesses with up to 10 staff who want employees to manage money more confidently
OPTION 3
CUSTOM MONEY MANAGEMENT PROGRAM
CUSTOMIZE
Individual: $299 / Group: $599 per 50-min
During the course:
- Co-design content and format: number of sessions, length (webinars vs. workshops)
- Define clear, measurable outcomes
After the course:
- Higher confidence with personal finances (self-rated at the end and 30-days)
- Option to integrate ongoing check-ins or annual refreshers similar to subscription style services
Individuals or organizations who need a tailored mix of personal finance, time/project management
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