Debt-free 101 - Includes anyone with consumer debt or financial crisis. Your coach will help you develop a spending plan that works, debt-elimination plan, and triage specific needs (creditors, pending foreclosures, bankruptcy, etc.). Includes an initial 2 ½ hour session and unlimited follow-up for 6 months.

Stay the Course - or those out of debt (except your home), wanting to fund retirement and kid's college education. Your planning includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc). Includes an initial 2 ½ hour session and unlimited follow-up for 6 months.

Wealth Builder -You're debt free and have already begun to build your net worth, but need help with planning your future. Your coach will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other "life issues" (career, education, starting a business, home move-up/down, etc.). Includes an initial 2 ½ hour session and unlimited advisement for 6 months.

Wealth Coaching - Wealth Coaching provides our highest level of service, and is designed for those already well on their way to financial security. We help you make wise current and long term money decisions, and simplify your finances so you have more time to do what you enjoy most. Includes monthly review and personal coaching sessions.  Think of this as your "Stay The Course" option; you've done well, so now you want to live your dreams!