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, billed at the following rates:
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 Policy
Sessions can be scheduled via the Calendly booking link, or a recurring session day/time can be established (ie 11am on the 1st Tuesday of the month).
Ongoing sessions operate on a use-it-or-lose-it model. Sessions do not roll over month to month.
If you know in advance you won't be able to meet in a given month, billing can be paused if notified before the start of that month. Pauses are available for up to two months per calendar year, after which auto-billing will resume. If extenuating circumstances come up, reach out and we can discuss options.
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.