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    Retirement Checkup

    $299.00 $249.00
    We'll examine your current status and desired retirement outcome. Then we'll calculate your safe withdrawal rates, possible retirement dates, and show how you can make any changes needed to retire when you want to and live the lifestyle you dream about.
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    Debt-Free Workshop

    $299.00 $249.00
    This is a private workshop with you and your spouse. We’ll listen first, to learn about your situation. Then we’ll devise a Debt-Free Plan to attack and pay off your debt. In the private workshop, we discuss, tweak, and customize the plan. You’ll experience the peace that will come when you’ll finally BE. DEBT. FREE.
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    Personal Finance Journey

    $199.00 $150.00 / month for 6 months
    Up to six months - cancel any time! If your goal is getting out of debt, planning for college/retirement, working toward buying a home, or any other financial goal, this is the plan for you. We'll strategize, build your plan together, and teach you all about personal finance and investing. Month 1: We build your plan for success and teach you basic, easy budgeting, plan to eliminate any debt. Month 2: Adjust and tweak the plan. We teach you how to be a smart consumer, how to earn more money. Month 3: Adjust and tweak the plan. We teach you all about insurances (health, auto, life, home, umbrella, long-term care, renters, homeowners, disability) Month 4: Adjust and tweak the plan. We teach you investing basics. Month 5: Adjust and tweak the plan. We teach you about paying for college without a ton of debt. Month 6: Prepare you to fly on  your own. We teach you all about retirement planning (social security, medicare, pensions, asset allocation, safe withdrawal rates) Cancel or extend any time - no contracts, no lock-in. Weekly/monthly meetings, unlimited text/email support. Customized Personal Finance Plan (with Debt-Free Date), monthly education modules on investing, student loans, retirement planning, insurances, and more. Side-hustle matching! Find a way to make extra money (even at home) that's not a scam and something you might actually enjoy! Planning for college, buying your first or next home, retirement. Strategic help with all kinds of debt (student loan, bankruptcy, medical, credit card, home, auto, repossessions, etc). More detail below!