6-Month Programs
Personal Finance Coaching Packages
Choose the 6-month program that fits your goals. Every tier includes a comprehensive assessment and hands-on educational guidance from our team.
Tier 1
Educational Package
$1,200/ 6 months
- Comprehensive personal finance assessment
- Data accuracy review
- Legacy account discrepancies
- Financial tracking tools
- Historical financial liabilities
Most Popular
Tier 2
Optimization Package
$1,800/ 6 months
- Comprehensive personal finance assessment
- Data accuracy review
- Legacy account discrepancies
- Financial tracking tools
- Historical financial liabilities
- Financial optimization enhancement
- Approval readiness
Tier 3
Full Coaching Package
$2,500/ 6 months
- Comprehensive personal finance assessment
- Data accuracy review
- Legacy account discrepancies
- Financial tracking tools
- Historical financial liabilities
- Financial optimization enhancement
- Approval readiness
- Monthly 1-on-1 coaching
Not sure which tier is right?
Book a free consultation and we'll help you choose the package that best fits your financial goals.
(630) 589-0293