Financial Assessment & Action Plans
Your complete financial picture — income, expenses, debt, and assets — analyzed and transformed into a clear, written action plan. This is where every client begins. No judgment, no confusion. Just clarity and a roadmap that actually works.
What's included:
- Full income, expense, debt & asset review
- Written action plan with prioritized next steps
- Goal mapping and milestone timeline
- Priority ranking of financial moves
- Faith-centered stewardship perspective
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Foundation Tier
- Families & first-generation wealth builders
- Young professionals
- Anyone ready to take control
- Written action plan delivered
$150 – $250
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Private Client Tier
- High-income professionals
- Business owners & entrepreneurs
- Complex multi-stream income
- Sophisticated written strategy report
$300 – $500
Budget Building & Monthly Coaching
A custom monthly budget designed around your real life — with ongoing accountability coaching to ensure you actually stick to it. We identify the leaks, build the structure, and walk with you every month.
- Custom monthly budget creation
- Spending leak identification
- Tracking system setup
- Monthly check-in and plan adjustment
- Accountability and progress reporting
Foundation: $100 – $200 setup / $100 – $150/month
Private Client: $300 – $500 setup / $250 – $400/month
Debt Elimination Planning
A month-by-month debt payoff strategy tailored to your exact income and debt structure. We help you see the finish line clearly and build the fastest, most strategic path to get there.
- Full debt inventory and interest analysis
- Customized payoff sequence
- Month-by-month elimination timeline
- Strategy to maximize monthly surplus
- Cash flow optimization plan
Foundation: $150 – $300 one-time
Private Client: $300 – $500 one-time
Savings Goal Planning
Whatever the goal — an emergency fund, a down payment, a life-changing move, or building generational wealth — we reverse-engineer it into a realistic monthly savings plan with clear milestones you can actually hit.
- Goal definition and timeline setting
- Reverse-engineered monthly savings roadmap
- High-yield savings account guidance
- Progress milestone tracking
- Wealth accumulation strategy for high earners
Foundation: $100 – $200 one-time
Private Client: $300 – $500 one-time
Life Transition Financial Planning
Major life transitions deserve a major financial strategy. Whether you are retiring abroad, buying a home, changing careers, exiting a business, or planning an international move — we build the complete financial roadmap to get you there with confidence.
- Comprehensive transition analysis
- Income replacement strategy
- Phase-by-phase financial roadmap
- Risk and contingency planning
- International and cross-border financial considerations
Foundation: $300 – $500 one-time
Private Client: $500 – $1,500 one-time
Private Client Monthly Retainer
For high-income professionals, business owners, athletes, and entertainers who require ongoing strategic financial guidance. Comprehensive, discreet, and built around the complexity of your financial life.
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Private Coaching
- Monthly strategy sessions
- Cash flow & spending optimization
- Wealth accumulation planning
- Accountability & progress reporting
- Priority communication
$500 – $1,000/month
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Comprehensive Management
- Everything in Private Coaching
- Full financial life oversight
- Investment guidance & account strategy
- Tax-aware financial planning
- Generational wealth strategy
$2,000 – $5,000/month
All private client engagements begin with a complimentary discovery call. Complete confidentiality guaranteed.
Group Financial Workshops
Faith-based financial literacy workshops for churches, community organizations, corporate teams, and professional groups. Practical, empowering, and transformational — delivered with the excellence your community deserves.
- Budget basics and debt elimination strategy
- Saving, investing, and wealth building fundamentals
- Biblical stewardship and purpose-driven finance
- Q&A and personalized mini-consultations
- Corporate financial wellness sessions available
Community & Church: $25 – $50 per person
Corporate & Professional: $500 – $2,000 per session
