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The Financial Coaching Starter Package

This is great if you’re opening your very first 401(k) or IRA account. It’s also a cost effective way to learn some of the basics and get going if this is your first time working with a financial coach.

The Starter Package is also the way to go if you are in one of those overwhelmed phases. We’ve all been there for all kinds of reasons. You’ve got piles of unopened statements and everything is in shopping bags. Don’t worry. Just grab those shopping bags and come on over. In next to no time we’ll sort out the statements, shred what you don’t need, set up files for everything else and figure out the next step.

The Starter Package includes two coaching sessions and three hours of research and online support over a one-month period. Fee $450, payable in advance. Limit one starter package per client.


Read our Coaching Agreement.

Compare the financial coaching packages.