PACKAGE 1: Foundational Subscription

$125.00 every month for 6 months

For: New earners, young professionals, early-stage families, and anyone needing a strong, simple financial base.

For: New earners, young professionals, early-stage families, and anyone needing a strong, simple financial base.

Includes:

Intro strategy session
Clear goals assessment
Budgeting & cash-flow plan
Emergency fund strategy
Debt payoff roadmap
Credit management plan
30-day check-in session
Secure client portal
Email support (2 emails/month)

This package is best for clients who:

Want simple clarity
Need help setting up a strong financial foundation
Are getting started with wealth-building
Want accountability without overwhelm