I offer a four-month Foundation Program, four-month Maintenance Program, groups and individual sessions. If you have not worked with me before, I offer a free initial consultation. Call or email me to schedule an appointment!
4-month Foundation Program
This program establishes where you are financially, and creates a plan for moving forward. It begins with a one-hour evaluation of the issues you would like to address, then continues with a one-hour session every 2 weeks (9 sessions total), giving you time between sessions to take each of the actions we have identified together. I provide standard money tools that are customized to your needs, or develop entirely new ones for specific situations. I am available between sessions for any questions by email. Taking four months to establish a foundation allows you to become comfortable with the money tools, and to get into the rhythm of taking care of your finances.
4-month Maintenance Program
The Maintenance Program continues the work with monthly check-ins. It includes a one-hour session every month (5 sessions total), and questions by email between sessions. This program allows you to continue living within your plan, and provides support as needed.
Sessions are one hour and can be done in person or by phone/Skype.
Groups and classes
I also offer local or on-line groups and classes. My schedule of upcoming classes is here.
Or, create a custom class for your employees, friends or family members, including teenagers or grown children.
Examples of recent classes include “The Buck Stops Here”, an evening class for adults; “Money 101 for Artists”, offered on-line, “Money 101 for High School Grads” and “Money 101 for 14- and 15-year olds”. A typical group/class is four sessions of 90 minutes each, meeting every two weeks in order to allow time for financial homework in between. (Teen classes are 60 minutes and price is lower). Participants also receive a 50% discount on an individual session. Minimum enrollment is 5 people.
Rate: $190 individual/$250 couple + a 50% discount on one individual session.
Special discount: class organizer receives a 50% discount off the class price (“organizer” provides the names of 5 people who sign up.)
Contact me if you would like to arrange a class for your group or receive notification of future events.
Weekend Intensives are available for those from outside the area. Please call or email for pricing and schedule.
* Rates are based on income, and are shown for income above/below US$100,000 couple or $60,000 single.