Services

Individuals: Financial coaching is for individuals who want clarity, confidence, and control over their money, without judgement or shame. Together, we’ll create a personalized plan that aligns with your income, spending, and financial goals. Throughout working together, we’ll address financial habits, decision-making, and the psychology behind money.

Couples and Families: Money is one of the most common sources of tension in relationships and is one of the leading causes for divorce. Financial coaching for couples and families provides a structured, neutral space to align on values, goals, and expectations while building a shared financial system that works for both partners. Focusing on communication, transparency, and long-term planning so financials become a tool for teamwork rather than conflict.

Financial Coaching-3 Month

Individuals $175 per session

Couples $225 per session

This 3-month program is designed to help you gain clarity and control over your finances.

We’ll identify goals, review your current financial picture, and build a personalized plan for spending, saving, and debts.

This is ideal if you’re ready to create structure and make meaningful progress in a short time frame.

Financial Coaching- 6 Month

Individuals $125 per session

Couples $175 per session

Designed for clients who already have a plan but want ongoing support.

These monthly check-ins help you stay consistent, adjust for life changes, protects the progress you’ve made, and keeps your finances on track.

Monthly Accountability

$75 per session

This 6-month program provides deeper support and accountability as you building lasting financial habits.

Together we’ll refine your goals, adjust your budget as life changes, and make confident financial decisions along the way.

Long-term coaching allows time for real behavior change and measurable progress.

Stand Alone Session

$250 per session

A one-time session focused on clarity and direction.

This can include budgeting guidance, debt payoff strategies, savings planning, or talking through a financial deciison.

Best for those who want feedback and pointed in the right direction without committing to ongoing coaching..

Financial coaching is most effective when implemented over time. Meeting frequency is based off on your needs, some clients prefer to meet bi-weekly or monthly. This is flexible and varies per client and can be discussed as a part of the first session. Virtual meetings are an option for clients choosing the Accountability sessions or clients located outside of Oklahoma City for all sessions.