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.

40% off all coaching services booked in June and July.

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

$270

Coaching Packages

A series of coaching sessions that will help you build better money habits and achieve your savings and debt reduction goals.

3 Months (8 sessions): I’ll help you set financial goals and reinforce good money habits so you can achieve them. Four weekly sessions, followed by one session every two weeks.

$1,600

$960

6 Months (14 sessions): 4 weekly followed by ten biweekly sessions.

$2,800

$1,640

Seminars

Small group 90-minute online classes, with each class focused on one essential personal finance topic:

  • The elements of investing;

  • Understanding credit cards and credit scores;

  • How can parents teach financial literacy to their children?;

  • The art of budgeting;

  • Understanding retirement savings options;

  • The finances of: Buy vs rent your home; and

  • Small business start-up and financing.

$120/person

$72/person