Hourly Financial
Coaching

I will begin accepting new clients in late Spring of 2025. Financial Coaching services will be charged at an hourly rate of $250/hour with a minimum of 3 hours. This will include up to two 30-minute meetings, preparation time and one topic of your choice. You will receive an actionable plan to implement on your own. If you would like implementation assistance, it can be added at my normal hourly rate. 

Depending on the amount of complication you may have, more hours may be required. This will be communicated to you during your Introductory Call.

Topics to consider-

• Budgeting and Spending Plans (Typically 3-5 hours)-

  • Discuss spending and savings goals 

  • Review of current budget or development of new budget​

  • Advice on apps to help stay on track with spending plan

  • Advice on setting up automatic savings towards goals

• Portfolio Review/Rebalance (Typically 3-7 hours)-

  • Review of goals and current asset allocation for accounts​

  • Review of risk tolerance questionnaire

  • Advice for investment allocation and funds for each account

  • Implementation assistance can be added to plan

• Young Adult Financial First Steps (Typically 3-6 hours)-

  • Understand paycheck- taxes, withholding, deductions​

  • Short term goal discussion

  • Review of current savings

  • Advice to set up automatic contributions to 401k, IRA

  • Advice on investment funds for retirement plan accounts

  • Advice on other employer benefits you may have

• Debt Repayment Plan (Typically 3-6 hours)-

  • Review of current debt obligations​

  • Review of credit report and credit score

  • Advice on debt options such as debt consolidation, debt management plan or bankruptcy

  • Actionable Deliverable to pay down debt using snowball or avalanche method

• Other Financial Education Topics​