Services

Invest In Yourself

Below you will find descriptions and fees for business or personal packages and stand alone sessions.

Financial Consultation

Comprehensive Business Package

Grow The Right Way

This service is a deep dive into all aspects of your company. We will help you evaluate your financials, cash flow, sales strategy, personnel and management style. You receive seven sessions, which allows for clear collaboration regarding your goals and any potential challenges. This three month program includes weekly phone calls between sessions. After we finish you will be provided with an in depth snapshot of your company's financial health along with suggestions and direction on reaching your goals. It all starts with a no obligation initial consultation to see if we are a good fit for your business. Use the button below to request your complimentary discovery meeting.

$2100 up to two owners

$300 for each additional owner


Fees are payable in three equal payments due at sign up, mid-point and conclusion. 

If after your first session you are not completely satisfied you can request a complete refund. 

Business Meeting

Fundamental Business Package

Customized Guidance for The Short Term

This package is designed to help you navigate specific business issues. It could be focused on one or two areas such as: cash flow, sales strategies, or other challenges. You receive three sessions tailored to your needs. The program takes place over six weeks, with weekly phone calls between sessions. Use the button below to schedule a complimentary discovery meeting. 

$900 up to two owners

$150 for each additional owner

Fees are payable in three equal payments due at sign up, mid-point and conclusion. 

If after your first session you are not completely satisfied you can request a complete refund. 

Schedule a Complimentary Discovery Meeting
Happy Businessman

Stand Alone Business Consultation

Objective Advice in The Moment

When you have specific concerns and need guidance. Ideal for when you need consultation and collaboration regarding a major pivot or project. A single session up to 90 minutes. One follow up phone call is included. 

$350 

Fee is payable at sign up

If after the session you are not completely satisfied you can request a complete refund. 

Meeting

Aspire Personal Package

Where Money and Change Intersect

 This program includes seven sessions over three months. In between sessions we will have weekly phone calls to address any questions or concerns. It all starts with figuring out your money story. Everyone has different experiences with finances. Determining what motivates your financial decisions is key to productive financial coaching. Then we can move forward setting  achievable goals in line with your values and experiences. You will learn why you do what you do, and how you can get where you want to be. Integral to your sessions is customized financial education, this helps you move beyond financial knowledge to financial capability. Prior to engaging our services we want to make sure we are a good fit, that is why we always have a complimentary discovery meeting. This is like a two way interview where we determine your goals and needs, and you find out if we are the right service for you. After your complimentary discovery meeting you decide if you want to move forward or not.


$1400 for Individuals

$1700 for Couples


Use the button below to request your complimentary discovery meeting.

Fees are payable in three equal payments due at sign up, mid-point and conclusion. 

If after your first session you are not completely satisfied you can request a complete refund. 

A business meeting

Elemental Personal Package

Target Specific Goals

This package is designed to help you achieve a specific goal. It is the perfect fit when you need an accountability partner to succeed. Typically focused on areas such as: debt elimination, emergency fund, job loss, etc. You receive three sessions tailored to your needs. The program takes place over six weeks, with weekly phone calls between sessions. Use the button below to schedule a complimentary discovery meeting.

$600 for individuals

$750 for couples

Fees are payable in three equal payments due at sign up, mid-point and conclusion. 

If after your first session you are not completely satisfied you can request a complete refund. 

Woman on Phone

Solo Personal Sessions

Address Temporary Situations

This is a good fit if you are facing a one time challenge. Best for individuals needing to discuss an unexpected emergency, major purchase, or life change. Includes a follow up phone call two weeks after the session. 

$250 for Individuals

$300 for Couples

Fee is payable at sign up. 

If after the session you are not completely satisfied you can request a complete refund. 

Adult Education Course

Financial Workshops

A Practical Course in Finance

These courses are designed to enhance overall financial knowledge and abilities. Classes are geared to group or corporate settings. They can be used as a small business employee benefit or for community education programs. Practical in nature and focused on behavioral economics. Discussions center on how beliefs and attitudes affect money decisions. Use the button below to contact us for more information. Please include the number of people interested in attending. We will be happy to provide you a customized quote.