Packages, Pricing & More

It’s time to do more, take the first step toward healing your money.

Financial Wellness Jump-Start

Who It's For: anyone ready to take fast, focused action.

What’s Included:

  • 90 minute intensive coaching session, let’s get to the root

  • Comprehensive financial assessment (budget, debt, saving) we’ll cover it all!

  • Action plan with 3-5 specific steps - now you get to fly!

  • 50-minute coaching and accountability check-in after first full week; if it gets hard, I’ll be here for you.

  • 2, 30-minute check-in sessions to keep you on track and building new habits

Duration: 4-6 weeks (depending on your schedule)

OR

Learn about our Seasons Packages

For all tiers, clients receive ongoing emotional and practical support to ensure accountability and success. Plans are tailored to their unique needs and challenges, whether it’s navigating systemic barriers, addressing trauma, or building financial literacy.

  • 3-Month Path to Clarity

    Who It’s For: individuals and families seeking focused, short-term guidance to build momentum and clarity around their financial goals.

    What’s Included:

    • Initial Session (Week 1): Comprehensive intake session (90 minutes) to assess current financial health, define goals, and identify barriers.

    • Creation of a personalized action plan with 3-5 key priorities.

    • Bi-Weekly Sessions (6 total):

    • Deep dive into critical areas like budgeting, debt reduction, savings, or mindset.

    • Focus on building and maintaining habits that align with goals.

    • Final Session (Week 12):

    • Celebrate progress and provide a roadmap for independent next steps.

    • Guidance on maintaining momentum and avoiding common pitfalls.

    Additional Support:

    • Unlimited email support for quick questions and accountability throughout the program.

    • One 30-minute check-in session to be scheduled anytime in the 6 months following the program

    See the full breakdown here.

  • 6-Month Empowerment Journey

    Who It’s For: growth seekers ready to make significant financial and emotional strides, with time to address deeper challenges.

    What’s Included:

    Phase 1: Foundations (Months 1-2)

    • Kickoff Session (90 minutes): Deep dive into financial situation, goal setting, and values alignment.

    • Budget and cash flow management strategies tailored to client’s life.

    • Mindset work to address financial fears and limiting beliefs.

    Phase 2: Building Confidence (Months 3-4)

    • Focus on medium-term goals like savings plans, investing basics, or building emergency funds.

    • Career and income optimization strategies (as applicable).

    • Bi-weekly coaching sessions to maintain focus and address roadblocks.

    Phase 3: Sustaining Growth (Months 5-6)

    • Explore long-term strategies like wealth-building, retirement planning, or generational legacy.

    • Create a financial wellness routine to keep momentum beyond coaching.

    • Final session (60 minutes) to review progress and celebrate wins.

    Additional Support:

    • Access to exclusive tools like savings trackers, investment checklists, and affirmations.

    • Monthly accountability check-ins via text or email for three months following the final session.

    Get the full breakdown here.

  • 12-Month Transformation Program

    Who It’s For: manifestos who want to achieve lasting financial wellness and empowerment through ongoing, in-depth coaching and support.

    What’s Included:

    Phase 1: Discovery & Visioning (Months 1-3)

    • Comprehensive financial health assessment and goal alignment.

    • Detailed action plan broken into achievable milestones.

    • Core skills development: Budgeting, cash flow, and savings strategies.

    Phase 2: Momentum & Growth (Months 4-8)

    • Address systemic barriers and create strategies for long-term success.

    • Deep dives into investing, retirement planning, and debt elimination.

    • Career or business growth planning for financial empowerment.

    • Monthly 90-minute coaching sessions, with bi-weekly check-ins for accountability.

    Phase 3: Legacy & Abundance (Months 9-12)

    • Focus on generational wealth, giving back, and financial independence.

    • Advanced planning for long-term goals like homeownership, college savings, or retirement.

    • Final session to consolidate learnings and outline a sustainable wellness plan.

    Additional Support:

    • Access to exclusive program specific tools, like savings trackers, investment checklists, and affirmations.

    • Quarterly review and adjustment of the roadmap

    • Email and phone support for personalized guidance.

    Get the full breakdown here.

À La Carte & Add-On Offerings

Please note: Initial consultation and deposit are required on À La Carte offerings

  • Together, in this 2-hour intensive session, we’ll examine the detailed line items of your income, spending, and saving for the last three months. We know how vulnerable this process can be, and as such, we will approach this task with compassion and grace, guiding you through your choices with a focus on empowerment and honoring your deep feelings, free from shame or guilt.

    We will use this data to organize and review your priorities, align them with your values, and focus on your next goal.

  • A full financial assessment with an actionable roadmap for the next 12 weeks in one-time 2-hour planning session.

  • 90-minute session with a personalized debt-reduction plan.

  • Let’s talk goals!

     

    Whether your building your emergency savings, buying a home, planning a wedding or finally taking your dream trip, I’m here to get you on track.

    60-minute session will provide tools and tailored strategies for your short-term and long-term savings goals.

  • Retirement planning can feel uncertain, even if you’re working with a financial advisor. Are you truly on track? Our Retirement Planning Assessment offers a clear, unbiased evaluation of your readiness for retirement,

    • Understand your retirement readiness based on your savings, investments, and lifestyle goals.

    • Identify gaps in your plan and areas of opportunity to strengthen your financial strategy.

    • Explore key factors such as income needs, healthcare costs, inflation, and risk management.

    • Gain actionable recommendations to enhance your confidence and clarity as you prepare for your future.

    This standalone service provides clarity and confidence without any pressure to invest or buy products. Let’s eliminate the guesswork and help you approach retirement with peace of mind.

  • 90-minute session on understanding investment options and strategies that align with your values and life.

    **Financial coaching is not a replacement for advise provided by a registered investment advisor. This session is intended to educate on general investment basics.

  • 60-minute session on navigating career or life changes with financial impact.

    When you’re stuck between a rock and a hard place, some times the only way is up. And I’m here to help you climb!

  • Designed for existing coachees who have completed a package program or other offering.
    Monthly 30-minute accountability sessions to track progress.

  • 50-minute session

    Best scheduled quarterly or semi-annually a financial wellness check up can also be scheduled when you’re feeling out of whack.

    *Designed for existing clients who have completed a package program or other offering.

Sliding Scale Pricing

We honor your journey and hold space for where you are and where you’re coming from. To support this aspect of our mission, we offer reduced rates and scholarship coaching for individuals with complex or challenging situations. Examples include: members of marginalized communities, people with disabilities, single-income families, and survivors of domestic abuse.

Email info@untamedabundance.com to learn more.