Modern Money Financial Guidance

 Our approach to financial planning is all about taking the time to get to know each and every one of our clients. Our personalized approach prioritizes client’s financial objectives, lifestyle, values and goals.


Financial Coaching vs. Financial Planning




 

Getting Married?

Premarital Financial Coaching Package.   $150/mo x 3 months, no upfront fee.   Two are greater than one! Financial coaching to help couples create a joint household budget, work through ways to tackle financial goals together and get a good understanding of each other’s financial picture and mindset. This is a great way to create a strong financial foundation together and have a joint strategy before walking down the aisle.   Includes three 45-minute meetings and pre-work.

Premarital Financial Coaching Package.

$150/mo x 3 months, no upfront fee.

Two are greater than one! Financial coaching to help couples create a joint household budget, work through ways to tackle financial goals together and get a good understanding of each other’s financial picture and mindset. This is a great way to create a strong financial foundation together and have a joint strategy before walking down the aisle.

Includes three 45-minute meetings and pre-work.

Graduating College?

$150/mo x 3 months subscription    Current Students & Recent Grads - within one year of graduating from an undergraduate program.   Build a strong financial foundation, create an easy to follow budget, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

$150/mo x 3 months subscription

Current Students & Recent Grads - within one year of graduating from an undergraduate program.

Build a strong financial foundation, create an easy to follow budget, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.


 


 

Coaching For Individuals

Financial Coaching for Individuals.  ($300/mo, no upfront fee, month to month subscription) .  Financial Coaching for Couples.   $350/mo, no upfront fee, month to month subscription.

Financial Coaching for Individuals. ($300/mo, no upfront fee, month to month subscription).

Financial Coaching for Couples.
$350/mo, no upfront fee, month to month subscription.

Coaching For Couples

Financial Coaching for Couples. $350/mo, no upfront fee, month to month subscription

Financial Coaching for Couples. $350/mo, no upfront fee, month to month subscription

Coaching For Business Owners

Financial Coaching for Small Business Owners.   $400/mo, no upfront fee, month to month subscription

Financial Coaching for Small Business Owners.

$400/mo, no upfront fee, month to month subscription

 


 

Financial Planning for Individuals

$1000 Upfront + $500/mo subscription (individuals) - month to month   Financial planning package for working professionals focused on wealth accumulation and debt elimination. Click button below for more details and add-on options.  _________________________________  + Add $50 / month for complex student loan planning  + Add $50 / month for home buying planning

$1000 Upfront + $500/mo subscription (individuals) - month to month

Financial planning package for working professionals focused on wealth accumulation and debt elimination. Click button below for more details and add-on options.

_________________________________

+ Add $50 / month for complex student loan planning

+ Add $50 / month for home buying planning

Financial Planning for Couples

$1000 Upfront + $550/mo subscription (couples) - month to month   Financial planning package for working professionals focused on wealth accumulation and debt elimination. Click button below for more details and add-on options.  _________________________________  + Add $50 / month for complex student loan planning  + Add $50 / month for home buying planning

$1000 Upfront + $550/mo subscription (couples) - month to month

Financial planning package for working professionals focused on wealth accumulation and debt elimination. Click button below for more details and add-on options.

_________________________________

+ Add $50 / month for complex student loan planning

+ Add $50 / month for home buying planning

 
 
 

 
 
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