Our Services
✨ Let’s do a spending staredown ✨
It might sound scary, but you know what’s scarier?
The fact that a woman who earns 100K/year will lose out on a million dollars over the course of her life by never investing 😱
“What does that have to do with a spending staredown?” you might be wondering.
Until we know how much money our life costs, we really can’t begin to make financial goals or plans. How can we know how much we can afford to save if we don’t know what we spend? How can we decide what amount to invest if we don’t know what our life costs before investing? How can we figure out how much to redistribute if we don’t have a clear grasp on the basics of our personal finances?
✨✨✨
A note about pricing:
A lot of times, you have to contact a financial professional directly to get their rates, which may or may not be consistent between clients. Or you have to read through a 10,000 words sales page just to find the prices in fine print at the bottom 🙄
I want to be as transparent with you as possible because you’re smart + I never want to waste your time.
My prices are explicitly disclosed below (I think we should all be more explicit about money, if you couldn’t tell).
I am not in the business of wasting your money (quite the opposite, actually).
I’ve seen how impactful these services are and what a long term gain the women I’ve worked with see in their net worth.
After years of doing this work, I feel confident telling you this:
working with me will lead to your net worth increasing.
And it’s not because you’re going to get a higher-paying job or win the lottery (I mean, maybe? but I won’t take credit for that).
It’s because you’re going to become more intentional about your money which will very likely lead to you having more of it.
All this said, I recognize that there may be some of you who may be totally bought into the idea that these services are valuable, but simply cannot afford them at this time. I never want price to be a barrier to entry, and am committed to the idea that ALL women should have access to financial coaching services. If these prices are inaccessible to you for whatever reason, I’m happy to discuss a payment plan.
Start by scheduling a consultation with me. I can’t wait to hear from you!
Single Staredown Session $499
Who is this for?
This is for women who want a little introduction to personal financial literacy, but aren’t sure if they’re ready to full on hire a financial planner yet.
What does this look like?
This is a 1.5 hour phone call. We’ll look at your monthly spending from one designated month (usually the most recent month from the time we speak) and break it down into 4-6 self-selected and personally relevant categories. From there, we'll get a clear idea of how much you spent that month and a general idea of where most of your money goes.
You’ll leave with 2-3 personalized financial goals and a spreadsheet template to use moving forward.
6-Pack Staredown $2,999
Who is this for?
This is the boot camp of personal finance! And it’s for women who are really serious about getting a hold of their finances in a sustainable way.
What does this look like?
We’ll do six sessions together (one 1.5 hour phone call a month for six consecutive months with supplemental emails as needed in-between).
While one spending staredown is an amazing start, it takes longer than that to get a true idea of your average spending. This is a commitment, but my experience tells me that the habit of tracking and understanding your spending can take a solid half a year or so to make concrete. Eventually, it will become something you don’t think twice about.
With this knowledge, you’ll be able to set personal goals that feel right to you around paying back debt, saving, investing, and redistributing money.
Each month we'll check in on your progress towards your goals. After our six months together, you will be set up to continue doing this work independently, but will also have the option to continue working together (see below).
Business + Personal Package $3,199
Who is this for?
This is for female founders who are building their own business and need support separating out their personal finances from their business finances and want to put sustainable systems in place for both to track business write-offs, income, and cash flow (both biz and personal).
What does this look like?
We’ll work together for six months (one 1.5 hour phone call a month for six consecutive months with supplemental emails as needed in-between).
Each month we’ll do a spending staredown for both your business and personal spending. We’ll determine your average income (if variable), spending, and cash flow. We’ll put a plan in place to automate your savings and investments.
Each month we'll check in on your progress towards your financial goals that we set together. After our six months together, you will be set up to continue doing this work independently, but will also have the option to continue working together (see below).
Partner Package $3,299
Who is this for?
This is for partners/couples (of all genders) who want support organizing and making a plan for their family finances.
What does this look like?
We’ll work together for six months (one 1.5 hour phone call a month for six consecutive months with supplemental emails as needed in-between).
Each month we’ll take a look at your family’s spending at large, income, cash flow, and net wealth. We’ll set goals around spending, saving, and investing for retirement (and child-rearing, if applicable).
Each month we'll check in on your progress towards your financial goals that we set together. After our six months together, you will be set up to continue doing this work independently, but will also have the option to continue working together (see below).
1-Year Subscription with Quarterly Check-In Calls $1,999
Who is this for?
This is exclusively available for women who are “graduates” of our 6-month program (which means you have a clear grasp of your spending, a clear plan for paying off debt, saving, and investing).
What does this look like?
Four, quarterly touchpoint 1.5 hour zoom calls where we’ll do a high-level review of the last 3 months of spending, ensure your money is working as hard as possible, and re-visit/check-in on your financial goals (that you developed in our first six months together).
We’ll cover questions like is your cash-savings building up inefficiently? How do you feel about the amount you’re investing/saving each month? Do these numbers need any adjusting? What are you working toward in the next quarter? What goals have you made progress on during the past quarter?
-We’ll communicate as much (or as little) as needed via email in-between calls
Monthly Cohort $1,500
Who is this for?
If you’re craving some community around talking about money, this is for you. This will be a group of 4-8 women getting together to shares their stories and learn about money together.
What does this look like?
-We’ll do six sessions together (one 1.5 hour phone call a month for six consecutive months with supplemental emails as needed in-between).
-We’ll cover all the same questions as we would working together 1:1, but it’ll be in a group setting.
Company/Group Single-Session Workshop $1,499
Who is this for?
This is for larger groups of women who want to gather in their workplace or independently and learn about the basics of financial literacy.
What does this look like?
-One, two-hour workshop called “Getting Your Financial Life Together in 7 Steps” — we’ll talk about the building blocks of financial literacy, diving a little bit into many topics (budgeting, tackling debt, saving, retirement accounts, investing, and giving).
Company/Group 3-Pack Workshops $3,995 ($4,500 value)
Who is this for?
Same as above, but instead of one session, we’ll do a series of 3 sessions. Women will leave feeling like they have really clear systems in place for understanding their own personal finances and empowered to make smart decisions about investing.
What does this look like?
-Workshop One: “Getting Your Financial Life Together in 7 Steps”
-Workshop Two: “Spending Staredown How To: The Power of Becoming Friends with Your Money”
-Workshop Three: “The Stock Market 101: Why to Invest and How to Get Started”
—We’ll always start with Workshop One, but the next two in the series can be catered to the group’s individual needs/preferences/curiosities. The above second and third workshops are popular examples.