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Choose your Package

  • Jumpstart Your Finances

    199$
    Kick off your financial journey with clarity and confidence. This one-time session is perfect for new educators or those just getting started with financial planning without feeling overwhelmed.
     
    • One 60-minute 1:1 coaching session
    • Personalized roadmap covering
    • Custom tools to stay organized
    • 30-day email check-in for ongoing support
  • Best Value

    Mid-Career Money Tune-Up

    499$
    This two-session package is designed for educators with 5–20 years of service who are ready to fine-tune their financial plans and prepare for the long term.
     
    • Two 60-minute 1:1 sessions over 60 days
    • In-depth retirement plan review
    • Student loan repayment + forgiveness strategy
    • Review of insurance coverage + emergency fund gaps
    • Personalized 90-day action plan to guide your next steps

  • Financially Free Educator

    899$
    Take control of your financial future with this comprehensive package tailored to seasoned educators 3–10 years from retirement or seeking a full financial reset.
     
    • Four 1:1 coaching sessions over 90 days
    • Pension maximization + Social Security timing strategies
    • Investment portfolio + allocation review
    • College savings planning (if needed)
    • Lifestyle budgeting for life after the classroom
    • Unlimited email support during your package
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