Ongoing Financial Coaching
Once clients have completed the 6-month program, they have the option to continue with ongoing monthly support — maintaining momentum, staying accountable, and getting guidance as new financial situations arise.
Monthly Sessions
Bi-Monthly or Quarterly Sessions
What’s Included:
One 60-minute coaching session per calendar month
Access to Monarch (budgeting software), if applicable
Email support between sessions
One 60-minute coaching session every 2 or 3 months (depending on cadence selected)
Access to Monarch (budgeting software), if applicable
Email support between sessions
Monthly Fee:
$200
$110/$80
The fee is set up as a recurring subscription and collected through AdvicePay.
Additional Sessions
If you are enrolled in Ongoing Sessions, you can add on additional sessions (beyond the included monthly/semimonthly/quarterly sessions) as needed.
If you have completed the 6-month program, but are NOT enrolled in an ongoing program, a one-off 60-minute session is $275.
Scheduling
Sessions can be scheduled via the Calendly booking link, or we can set up a recurring day and time (e.g., 11am on the 1st Tuesday of the month).
Unused Sessions
Life happens — if you're unable to meet in a given month, your session rolls over to the following month, giving you two sessions to use. Only one unused session can carry forward at a time. So if two consecutive months go unused, only one of those credits rolls into the next month.
When booking a rolled-over session, note it in the Calendly notes field (e.g., "Using credit from January") so we're on the same page.
If you find it's regularly hard to use your session each month, it may be worth shifting to a less frequent cadence — bi-monthly or quarterly — so the program better fits your schedule.
Cancellation & Rescheduling
Please provide at least 24 hours' notice if you need to reschedule. As a courtesy, one exception per calendar year is made for rescheduling with less than 24 hours' notice.
For subsequent late cancellations or no-shows, the session is forfeited unless a $25 rebooking fee is paid, which allows you to reschedule within the following 30 days.
All sessions are paid in advance and are non-refundable.
No Commitment Required
There is no long-term commitment. You can change meeting frequency (monthly, bi-monthly, or quarterly) or terminate services at any time. Please provide notice at least 2 business days before your next billing date.