Our Services:

Zero conflicts, zero commissions, 100% confidentiality. Always.

We don’t sell any products and don’t work on commission, so our discussions will always focus on what’s best for you. And all information is kept 100% confidential and never shared with anyone else. Sessions are done on Zoom or in person in the Boston to Providence area.

Discounts on all coaching services booked in August.

Discovery Session

A two-part session that will give you clarity about your financial situation and help you start developing an action plan tailored to you. Topics will include budgeting, debt management, and savings goals.

$450

$290

Coaching Packages

Ready to take control of your finances and start building the future you really want?

Through a personalized series of 1-to-1 sessions, you’ll learn how to build better money habits, reduce financial stress, and confidently work toward your savings and debt reduction goals. Whether you're just starting out or looking to get back on track, we’ll create a clear roadmap tailored to your life and values.

If you're tired of feeling stuck, overwhelmed, or unsure of your next move — this is your opportunity to get the support you deserve. Let's make your money work for you.

3 Month Coaching Package

(8 sessions):

Together we’ll set financial goals and reinforce good habits so you can achieve them. Four weekly sessions, followed by four biweekly sessions.

$1,600

$980

Seminars

Small group live online classes, with each class focused on one essential personal finance topic. 90 minutes of presentation and Q and A.

  • The elements of investing;

  • Understanding credit cards, credit scores, and interest rates;

  • Financial literacy for parents;

  • Financial literacy for young professionals;

  • The art of budgeting;

  • Understanding retirement savings options;

  • Thinking through buying vs renting a home; and

  • Small business start-up and financing.

$120/person

$85/person