Budget Coaching Menu
A La Carte Services
Monthly Budget Tracker + Fixed vs. Variable Cost Review
Great for people who need structure without full coaching
$150/(30min) - $300/(30min)
A custom Google Sheet tracker
Walkthrough
Category breakdown
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Impulse Spending Strategy Session
Great for Emotional/spontaneous spenders
$200
1:1 call focused on behavioral finance
Plan for better habits
Bonus: Include a “Spending Triggers” worksheet
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Emergency Fund Planning Session
Great for clients rebuilding safety nets or preparing for job changes
Financial Coaching Call
Great for deep dives, real-time questions, or fine-tuning goals
$300/per session
A 60-minute strategy tailored to your current financial situation
(Ask about 3-pack or 6-pack bundle)
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Personalized Goal-Setting & Monthly Budget Review
Great for people wanting accountability or clarity on money goals
Zero-Based Budget & Income Allocation Blueprint (Fixed vs. Variable)
Great for people living paycheck to paycheck or with irregular income
Debt Snowball Plan + Accountability Tracker
Great for clients overwhelmed by multiple debts
Ongoing Accountability (Monthly Support Plan)
People who just need someone in their corner
$99/month (email only) or - $250/month (email + short calls)
Weekly check-ins via email or short calls
Spreadsheet reviews
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Budgeting Course Pricing and Products: V2.0
In just 90 days, you’ll gain total control of your finances, start breaking free from debt, and build towards wealth—all while still enjoying the things you love!
Three-tier coaching structure with less frequent coaching in the lower tiers while maintaining a high level of support.
Financial Tailwind Intensive – High-End 1:1 Coaching
Best for clients scoring: 0-4.5 points (Significant improvement needed or moderate financial health with major gaps.)
$7,500
12 Weekly 1:1 Coaching Calls (60 min each)
Monthly Tracker & Fixed vs. Variable Cost Breakdown
Personalized Goal-Setting & Monthly Budget Reviews
Zero-Based Budget & Income Allocation Strategy
Impulse Spending & Emergency Fund Planning
Debt Snowball Strategy & Accountability
Exclusive Financial Templates & Trackers
Ongoing Accountability & Real-Time Adjustments
Private Email Support
Bonus: Free Enrollment in the Online Community
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Steady Glide Coaching – Mid-Tier Bi-Weekly 1:1 Coaching
Best for clients scoring: 5-7.5 points (Good financial health but with areas for improvement.)
$4,000
6 Bi-Weekly 1:1 Coaching Calls (60 min each)
Monthly Tracker & Fixed vs. Variable Cost Breakdown
Goal-Setting & Monthly Budget Reviews
Zero-Based Budget & Income Allocation Strategy
Debt Snowball Strategy & Savings Plan
Exclusive Financial Templates & Trackers
Limited Email Support (between calls)
Bonus: Free Enrollment in the Online Community
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Lift-Off Coaching - Low Tier Monthly 1:1 Coaching
Best for clients scoring: 8-10 points (Excellent financial health but wants additional guidance and accountability.)
$2,500
3 Monthly 1:1 Coaching Calls (60 min each)
Monthly Tracker & Fixed vs. Variable Cost Breakdown
Goal-Setting & Budget Check-Ins
Zero-Based Budget & Income Allocation Guidance
Debt Snowball & Emergency Fund Planning
Exclusive Financial Templates & Trackers
End-of-Program Action Plan for Long-Term Success
Bonus: Free Enrollment in the Online Community
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