Pricing
INTRODUCTORY CALL
Schedule a free 20-minute call to meet me and learn more about how we can work together. I will typically recommend one of two options detailed below if I think we are a good fit for working together.
FINANCIAL CHECK-UP
The Financial Checkup is an intensive introductory session for those who would like an outside perspective on their financial situation to jumpstart changes to their financial life. We start with a deep dive into your numbers, identify your pain points, and begin to scope out what you want to accomplish. You will leave with actionable takeaways to get you moving towards your goals. After the initial session, clients can decide whether they would like to implement the next steps on their own or continue with coaching if they want more support with implementation and accountability.
$500 for the initial 2-hour session
UNTANGLE YOUR DATA
The Untangle Your Data package is for those who want to understand their monthly, annual, and multi-year spending patterns. We will analyze a year of your past transaction data and set up a fully customized financial tracking system using Tiller Money or Monarch Money so that you can understand exactly where your money is going as it flows through all your various accounts. Tiller Money is an excellent tool if you have a complicated financial situation and want to fully customize your tracking and reporting. Monarch Money is a great tool for those who have a simpler situation or prefer an app-based tool.
Contact me for a custom estimate based on your specific needs: hello@untangleyourmoney.com