START YOUR JOURNEY

2 Hours | $249

A stand alone session that takes an in depth look at your current financial situation, philosophy on money, and your future goals.

YOU WILL LEAVE THE NAVIGATION SESSION WITH:

• a crystal clear picture of where your money is going each month

• a simple system to organize your cashflow going forward

• a personalized plan to achieve your goals (ie. getting out of debt, saving, preparing for a change such as new baby, marraige, etc)

It’s hard to make realistic plans for the future if you don’t have a clear picture of where you stand financially. This session will help you get out of the weeds and on a clear path. This is great for families who are often surprised by unexpected expenses, looking to pay off debt, or would like a financial checkup in preparation for a big change.

If you are struggling to fit expenses into your budget despite making good money, this session is for you. The women I work with have been able to move their money in a positive direction by $488 on average per month from a Navigation Session!

You will receive a step-by-step plan tailored to your specific needs and financial snapshot. For some people, this is all they need! For others, a coaching program like below provides additional support needed to ensure success.

3-6 Months | $399/month

A coaching program for those who want results coupled with accountability and organization to build a strong foundation. WARNING: this is not a traditional budget! I believe in lasting money management that works for you as an individual.

YOU WILL LEAVE THE TRUE NORTH PROGRAM WITH:

• Successful daily money management that is easy and simple to maintain

• BIG CHANGE in how you think about your money - no more overspending, no more racking up debt, no more shame!

• Confidence in your ability to set financial goals and achieve them - you will have a few goals tackled by the end

• Money management skills and tools that you can teach your children - giving them the opportunity to start on a path of financial freedom is priceless

You know you need to make a change. You may have even read up on budgeting, how to pay off debt, and other financial topics. You have tried a few things, but nothing seems to work. If this is you, it’s time to stop spinning your wheels. This program is designed to produce serious results in not only the goals you set, but lasting change in how you manage and think about your money. Money doesn’t have to be a mystery and it sure as heck doesn’t have to be hard. If you are feeling stressed, overwhelmed, or hopeless when it comes to finances, let’s turn you towards the direction of financial freedom and success. In fact, that is what this is all about - giving you direction and purpose with your money.

The True North Program will help you to align your spending with your values to create a more intentional and meaningful life. Since money touches practically everything in our lives, you’ll gain so much more than money skills. You can improve your happiness, satisfaction, and joy in the present moment and when looking towards the future.

Biannual Planning | $960

A planning program designed for those who have a good foundation and money management practices already in place. We leave no stone unturned for upcoming expenses - we’ll work through my templates and expense guides to ensure you are taking into account the most forgotten expense, and develop a plan to work around and overcome any hurdles or hiccups we project.

WHAT IS INCLUDED IN THE EXPEDITION PROGRAM:

• Annual 2 hour planning session to set goals and develop road map for the year

• 6 month 90 minute check in to assess, strategize, and adjust as needed

• Guidance and support as needed throughout the year (12 month period)

This is a great step for those who have completed a minimum of 3 months of the True North program and are ready to switch their focus from the every day money management to the long term picture.

A payment plan of $80 per month is available.