Pricing

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• One financial concern
• Quick budget review
• Paycheck planning
• Clear next steps

• Deeper review of income & spending
• Identify problem areas
• Adjust categories or bill timing
• Action plan + light documentation

• Full snapshot of current finances
• Stress-point diagnosis
• Short-term stabilization strategy
• Written summary + recommendations

• Basic monthly budget
• Core bills & spending categories
• Simple savings structure
• Reusable template

• Custom budget built around real income
• Bills + due dates mapped
• Lifestyle-aligned categories
• Savings & buffer planning
• Spreadsheet or PDF

• Full budget build
• Expense leak analysis
• Spending behavior adjustments
• Long-term sustainability tweaks
• Priority-based planning

• 1–2 month income forecast
• Upcoming expenses overview
• Survival plan for tight periods

• 3–6 month income & expense forecast
• “What-if” scenario planning
• Emergency cushion strategy

• 6–12 month forecasting
• Major life events planning
• Savings pacing
• Stress-tested budget strategy

• 1 session per month (45 min)
• Budget tweaks & planning
• Accountability support

• 2 sessions per month
• Active budget management
• Priority scheduling

• Weekly check-ins (30 min)
• Continuous adjustments
• High-touch support

• Combined income & bills
• Clear responsibilities
• Basic shared budget

• Joint budgeting system
• Child-related expense planning
• Savings coordination

• Budget + forecasting
• Emergency planning
• Ongoing adjustments strategy

Perfect if bills feel scattered or stressful.

• All recurring bills organized in one place
• Clear due dates + payment amounts
• Simple system to avoid late fees and overdrafts
• Digital or printable format

For clarity without pressure.

• List and organize all debts
• Minimums, interest rates, and due dates explained
• Prioritized payoff order
• Realistic plan that fits your budget

For tight seasons or inconsistent income.

• Step-by-step plan for each paycheck
• Which bills get paid first (and why)
• Spending guardrails during low-cash periods
• Short-term stability without long-term damage