Our Digital Services

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$250 (one-time fee)

We handle the complete setup of your account and guide you through the onboarding process to ensure everything is properly connected, organized, and configured correctly. This step establishes a strong foundation so your financial system is ready for budgeting and ongoing coaching.

Includes:

• Secure connection of financial accounts
   
• Initial account setup and configuration
   
• Review of imported data for accuracy
   
• Foundational category structure
   
• System preparation for budget building

$250 (one-time fee)

Once your account is set up, we build your personalized budget using real data from your connected accounts. We organize income and expenses and configure recurring transactions to create a clear, consistent, and easy-to-maintain budgeting system.

Includes:

• Custom budget creation
   
• Income and expense organization
   
• Category refinement
   
• Setup of recurring bills, subscriptions, and income
   
• System optimization for accuracy and consistency

$250 (one-time fee)

After your budget is complete, we finalize your financial system and meet with you one-on-one for a personalized strategy session. We review everything together, answer questions, and outline clear next steps so you can confidently manage your finances moving forward.

Includes:

• Final review of accounts, budget, and categories
   
• Verification of transactions and recurring items
   
• One-on-one personal strategy call
   
• Walkthrough of reports and tools
   
• Clear plan for continued progress or ongoing coaching

$650 (one-time fee)

The Full Package combines all three steps of our financial coaching process into one complete, streamlined experience. From initial setup to final strategy, we handle everything so your financial system is fully built, reviewed, and ready for long-term success.

Includes:

• Account Setup & Onboarding
  Secure account connections, system setup, and initial organization
   
• Budget Build & Recurring Transactions
  Personalized budget creation, income and expense organization, and recurring transaction setup
   
• Account Finalization & 1-on-1 Strategy Session
  Final system review plus a personalized one-on-one strategy call with clear next steps
   

This package is ideal for clients who want a complete, hands-off setup with guided support from start to finish.

Individual price total: $750
Full Package price: $650 (Save $100)

$175 / month

Each month, we review and categorize your transactions to ensure your financial data stays accurate, organized, and easy to understand. This ongoing service helps keep your budget, reports, and overall financial system up to date without the stress of manual tracking.

Includes:

• Monthly review of transactions
   
• Accurate categorization of income and expenses
   
• Ongoing cleanup and consistency checks
   
• Improved reporting clarity for budgeting and planning
   
• Support for maintaining an organized financial system
   

$150 per report

We create a comprehensive annual financial report that summarizes your entire year in one clear, easy-to-understand document. This report provides insight into your income, spending, and overall financial trends, helping you reflect on the past year and plan confidently for the year ahead.

Includes:

• Annual summary of income and expenses
   
• Spending breakdown by category
   
• Key financial trends and insights
   
• Clear, organized reporting for easy review
   
• A polished report you can keep for records or planning