Pricing

INTRODUCTORY CALL

Schedule a free 20-minute call for us to meet each other and see whether we are a good fit for working together.

UNTANGLE YOUR MONEY

The Untangle Your Money flagship program is for those who need and desire the support, guidance, and accountability of somebody walking alongside them as they begin to make changes in their financial life. We start together at the beginning and figure it all out together, step by step, starting first with weekly working sessions, and then progressing to monthly check ins throughout the course of the year. Together, we will:

  • Take stock of your assets and your debts
  • Figure out where your money is going
  • Define your goals and priorities
  • Put together a workable spending plan
  • Set up sustainable and automated systems to move you towards your goals
  • Simplify your finances so you feel more in control and less overwhelmed
  • Take action to reduce your debt and increase your savings
  • Set a strong foundation for long-term financial success

Pricing: $500 deposit and $350/month for 12 months. After the initial 12-month period, clients can continue with monthly service ($300/month) or switch to quarterly ($150/month) or biannual ($100/month) service.

UNTANGLE YOUR DATA

“I make good money, but I have no idea where it goes…” Does this sound familiar? Together, we will find out the answer, and I will help you each step of the way.

The Untangle Your Data package is for those who want to figure out their monthly, annual, and multi-year spending patterns. We will analyze a year of your past transaction data so you can understand exactly where your money is going as it flows through all your various accounts. 

Pricing starts at $1,600 for a four-session package. The total number of sessions required can vary based on data volume and complexity. Additional sessions will be billed on an as-needed basis.

DEBT PAYOFF PLAN

The Debt Payoff Plan is a focused program for those clients who have a large amount of credit card debt and would like to make a realistic and achievable plan to pay everything off. We can strategize about what order to pay things down and how you’re going to achieve your goal, leaving you with a plan to implement going forward.

$250/month with a 6-month minimum commitment. We start with two focused working sessions in our first month together, and then check in on progress for troubleshooting and accountability over the 6 months of the program while you work towards your goal.

TILLER MONEY HELP

The Tiller Money Help is for those clients who would like expert support in setting up, maintaining, troubleshooting, and customizing their personal Tiller Money account. I can get you up and running sooner so that Tiller can start generating valuable insights into your spending habits, and I can help you create custom reporting and visualizations to enable you to harness the power of your data. (Please note: Untangle Your Money is in no way affiliated with Tiller Money.)

Please see my Tiller Money page for more specific information about Tiller support services.