Financial Planning for Individuals and Couples

Work with one of our Certified Financial Trainers to build a plan that helps you reach your financial goals

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Plans start at $125 per month for individuals and $250 per month for couples

All Plans Include:

– A 1-hour goal-setting meeting with your trainer

– A second meeting to review your financial plan

– Quarterly check-ins with your trainer, in person or on the phone

– Ongoing access to your trainer as questions / challenges arise

– Access to our online spend-tracking portal

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Your Certified Financial Trainer will work with you to tackle

+ Goal-setting

Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.

+ Budgeting & saving

Dream bigger, spend smarter. Based on your short- and long-term goals, we'll crunch the numbers and show you exactly how much you need to be saving. (Plus, where to put it to maximize interest rates.) The goal? A budget that makes room for the things you love most, and gets rid of the stuff you don't.

+ Travel hacking

Your dream vacation is closer than you think. Whether it's a honeymoon in Greece or a year-long adventure around the globe, we'll break down the costs, build you a budget, and help you economize.

+ Debt repayment

Got student loans that refuse to die? Credit card debt you can't seem to shake? We'll help you refinance your loans (if needed) and get a handle on your debt once and for all.

+ Credit cards

Boost your credit score, rack up rewards points, and get the most out of your credit cards. We'll share hacks for switching to the best possible cards and avoiding fees.

+ Investment education

We don't invest your money for you (we're not money managers, and we don't touch your accounts). What we will do is walk you through the investment landscape and help you select the services that are right for you.