Tier 1: "Wealth Reset" (12 Weeks – $2,500 USD)
Ideal for: Individuals ready to transform their financial life with strategy, systems, and support.
✅ Includes:
- Initial 90-Minute Strategy Session
- 12 Weekly 90-Minute Coaching Calls
- Customized Financial Health Assessment
- Personal Budget Blueprint & Cash Flow Plan
- Debt Elimination Plan + Credit Score Guidance
- Savings & Emergency Fund Strategy
- Income Diversification Roadmap
- Investment Readiness Toolkit (non-advisory)
- Access to Exclusive Templates, Worksheets, and Tools
- Weekly Accountability Check-ins (via email or text)
- Final Progress Review + 60-Day Growth Plan
🔸 Tier 2: "Money Momentum" (4 Weeks – $1,000 USD)
Ideal for: Clients looking to tackle specific money goals or reset their finances in a focused, short-term sprint.
✅ Includes:
- Initial 60-Minute Onboarding Session
- 4 Weekly 90-Minute Coaching Calls
- Personalized Budgeting & Goal Setting
- Quick-Start Debt Payoff Strategy
- Financial Habits and Mindset Reset
- Accountability Check-in per week (email or text)
- Access to Essential Templates & Tools
🔹 Tier 3: "Money Alignment Session" ($180 USD per session)
Ideal for: Individuals seeking clarity or support on one-off financial questions or challenges.
✅ Includes:
- 60-minute 1:1 Private Session
- Bring any financial topic (budget, debt, savings, income, business finance)
- Follow-up email summary with action steps
- Access to 1 relevant worksheet or template