Pricing and service options

Clear, transparent, and tailored to your needs.

Every client comes to me with a unique financial story, a different starting point, and specific goals. My pricing is structured to reflect that diversity while staying simple, fair, and aligned with the value you receive.

Below are the three service areas I offer, along with their pricing structures.

Wealth Is Within™ Coaching

Transform your relationship with money from the inside out.
Choose the option that best matches your needs and level of support.

Self-Paced Workbook + One Coaching Session:

A guided introduction to understanding your money patterns.
Includes:

  • Full Wealth Is Within™ Workbook

  • One 60-minute coaching/consulting session

  • Personalized recommendations for next steps

Investment: $195

Full Four-Session Coaching Program - Individuals:

A deep, supportive transformation process through all four sections of the program.
Includes:

  • Full Wealth Is Within™ Workbook

  • Four 60-minute coaching sessions

  • Patterns & archetypes assessment

  • Practice tools and integration plan

  • Email support between sessions

Investment: $995*

Couples Coaching: $1295*

* may be split up into 4 payments due at the end of each session.

Divorce Financial Planning

Whether you’re preparing for divorce, already in the process, or navigating life afterward, your pricing will depend on:

  • Depth of analysis needed

  • Number of assets/accounts involved

  • Whether a written settlement analysis or report is required

  • Whether you need ongoing support or a one-time review

  • Whether you’re working individually or as a couple (collaborative process)

Common billing methods include:

  • Flat-fee packages for defined project scopes

  • Hourly consulting for clients needing targeted guidance

  • Comprehensive divorce financial analysis priced according to complexity

A personalized estimate is provided after our initial consultation.

Financial Planning

Financial planning is highly individualized. Pricing is based on:

  • Scope of planning (retirement, tax, cash flow, debt, etc.)

  • Level of detail and analysis needed

  • Frequency of meetings and ongoing support

  • Whether planning is one-time or ongoing

Financial Planning is priced on a customized flat-fee basis and will be quoted after we clarify your goals and the level of service that fits best.

Investment Management

For clients seeking portfolio management with ongoing guidance, fees are based on assets under management (AUM).

Investment management fees are determined by:

  • The total amount invested

  • The level of ongoing support requested

  • Portfolio structure and complexity

Fees typically fall within a competitive industry range, and your exact rate will be provided once we discuss your investment needs and goals.

Not Sure Which Option Fits Your Situation?

You’re welcome to schedule a brief consultation so we can discuss where you are, what you need, and which service would offer the greatest benefit.