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Take your financial progress to the next level with a full month of personalized coaching. This package includes four 1-hour sessions, scheduled weekly, giving you consistent guidance and accountability.
What makes it unique:
Expert CPA guidance: 16+ years of experience helping clients tackle debt, plan investments, and make smart money decisions.
Actionable weekly steps: Each session builds on the last so you can see measurable progress.
Support through life changes: Ideal for career transitions, divorce, or major financial decisions.
Who it’s for:
Individuals ready to commit to real financial change
Professionals wanting to build confidence and long-term strategies
Anyone seeking accountability and clarity with their finances
Booking Details:
Duration: 1 hour per week for 4 weeks
Price: $999 (payment collected upfront via Calendly/Stripe)
This session provides educational financial guidance. It is not personalized investment, tax, or legal advice.
Take your financial progress to the next level with a full month of personalized coaching. This package includes four 1-hour sessions, scheduled weekly, giving you consistent guidance and accountability.
What makes it unique:
Expert CPA guidance: 16+ years of experience helping clients tackle debt, plan investments, and make smart money decisions.
Actionable weekly steps: Each session builds on the last so you can see measurable progress.
Support through life changes: Ideal for career transitions, divorce, or major financial decisions.
Who it’s for:
Individuals ready to commit to real financial change
Professionals wanting to build confidence and long-term strategies
Anyone seeking accountability and clarity with their finances
Booking Details:
Duration: 1 hour per week for 4 weeks
Price: $999 (payment collected upfront via Calendly/Stripe)
This session provides educational financial guidance. It is not personalized investment, tax, or legal advice.