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Ongoing personal financial life coaching to help you build a strong financial foundation.

Best for:

-People just getting started (or restarted) on their financial journey, and who are looking to develop excellent  financial habits

-People who want to implement their financial plan on their own, with accountability

You dream of owning your first investment property – or your first home! But right now you’re juggling multiple priorities and trying to stay on top of all your bills.  Financial Life Coaching can help you figure it all out. You’ll work with your coach  to:

  • Save for a down payment and first year's property expenses
  • Prepare for your new financial responsibilities
  • Make a spending plan that aligns with your values and goals
  • Build emergency savings
  • Tackle debt and student loans
  • Develop a strategy for your 401K
  • Maximize your employee benefits for your situation

Check in with your financial life coach for coaching calls quarterly, which gives you time to work on your action steps. Need her in between? Access to your CFP® during weekly Zoom Office Hours or send questions by email.

Simple Low Monthly Fee 

Our LAUNCH plan ranges from $75 -$150 per month. 

Upfront Planning Fee for the LAUNCH program is $500 - $5,000, depending on complexity and needs of the client.