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.
Monthly payment options are available
Split your payment over time with PayPal Pay Later, Klarna, or Afterpay at checkout. We also accept credit and debit cards, Apple Pay, Google Pay, Venmo, and more.
- PayPalPay Later
- Klarna.
- Afterpay
- VISA
- Debit / Credit
- Pay
- Pay
- venmo
Available options are shown on the secure checkout page and may vary by amount and location.
Tier 1
Financial Wellness & Coaching
$1,200/ 6 months
- Comprehensive personal finance assessment
- Data accuracy review
- Legacy account discrepancies
- Financial tracking tools
- Historical financial liabilities
Most Popular
Tier 2
Comprehensive Financial Coaching
$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
Premium Financial 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