Services

All of our coaching sessions are virtual. This allows us to help anyone, anywhere, anytime. We are able to utilize the newest technology to conduct sessions via phone, live video conferencing via Zoom, or through Skype. Live in person sessions can scheduled within 30 miles of the San Francisco Bay Area.

  • 1 Hour Financial Coaching Monthly Subscription Packages:
    • Standard Package includes: One hour call and 30 min check in call monthly. Unlimited email and text support. 3 month minimum then renews on a month to month basis. Perfect for a beginning semi-hands on approach with accountability
    • Basic and Extreme Packages also available- Approach will depend on situation and needs as determined during the consultation.
  • Special rates available to first responders, military, teachers and current FPU students (up to 6 months after completion)
  • Budget Creation Package – includes three 1 hour budget creation sessions plus 3 bi-weekly budget checkups. (available with or with FPU)

Additional Services

  • Financial Peace Package – 6 Sessions Plus FPU membership
  • Small Business Starter Kit Package – 3 sessions
  • eBay Planning Package -6 Sessions- Includes both personal and business planning sessions
  • Social Media Basics
  • Comprehensive Financial Plan