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Financial coaching subscription starting at $85/month.

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Financial coaching

$85/month
-Create Monthly Spending Plan (45 min max)
-Mid month check up (15 min max)
-Up to 2 Emails from client if they need additional guidance

$100/month
-Create Monthly Spending Plan (45 min max)
-Bi-weekly check up, 2 per month (15 min max per check up)
-Up to 4 Emails from client if they need additional guidance

$140/month
-Create Monthly Spending Plan (45 min max)
-Weekly check up, 4 per month (15 min max per check up)
-Up to 7 Emails from client if they need additional guidance

Creating the Monthly Spending Plan entails listing all income and then assigning payment of expenses and debt based on necessity, income available, and stated financial goals.

The Check up is a step in holding you accountable. It entails us reviewing the progress of you following the spending plan. We work together to decide if changes need to be made based on your spending up until that time.

All communication is done over the phone or video conference, whichever you prefer, unless stated otherwise.

Tax preparation - 

Start at $300 — IRS Form 1040 and one state return. Additional fees will be added for additional forms and schedules

Bookkeeping

Basic Package starts at $300/month
-Account reconciliations and transaction coding for up to 100 transactions.
-3 Personalized monthly reports
-Quarterly Review
-Unlimited email support

Plus Package starts at $550 per month
-Account reconciliations and transaction coding for up to 150 transactions.
-3 Personalized monthly reports
-Quarterly Review
-Unlimited email support
-5 hours phone support

Premium Package starts at $850 per month
-Account reconciliations and transaction coding for up to 300 transactions.
-5 Personalized monthly reports
-Quarterly Review
-Unlimited email support
-10 hours phone support

Contact us about additional services and add-ons such as invoicing, bill payment and payroll.