The Fundamentals package is a comprehensive, education-first service designed to help clients build confidence, clarity, and control over their financial lives. It blends behavioral finance and money coaching with practical financial education, helping clients understand their money beliefs, reduce emotional decision-making, and establish healthy financial habits.
This package equips clients to make informed decisions during key life moments, such as career changes, housing choices, family planning, education funding, and small business ownership. The Fundamentals package serves as a strong foundation for thoughtful financial decision-making—meeting clients where they are and empowering them to move forward with clarity and intention.
Warm, practical support for life’s essential financial decisions.
Starting at $225/month
Designed for busy professionals and growing families who want ongoing support without the complexity of full-scale planning. You choose the topics that matter most right now.
You’ll receive:
- 2 personalized planning modules per year (client choice)
- Ongoing email support + on-demand scheduling
- Annual 1-Page Financial Roadmap
- Access to templates and tools for confident decision-making
- Optional extra modules ($500–$1000 depending on complexity)
How Fundamentals supports you:
- Build a realistic cash flow plan and savings system
- Understand and choose workplace benefits
- Navigate job changes and career transitions
- Evaluate rent vs. buy and lease vs. buy decisions
- Review insurance basics (life, disability, homeowners/renters, umbrella, pet)
- Pay off debt strategically
- Start investing intentionally and learn the basics
- Plan for family and childcare costs
- Prepare for college or education planning
- Gain clarity around tax basics and paystub deductions