The Coaching Process
01
NO-COST
PHONE CONSULT
Let’s schedule a 20-minute call to discuss your financial goals, how I can help, and which package best fits you and your spouse!
02
COMPLETE
PREPWORK
Complete a questionnaire and gather information for your Deep Dive session.
03
INITIAL "DEEP DIVE"
SESSION
During this 2-hour session, I will provide a personalized financial assessment. We will meet to go over every detail specific to YOUR situation and discuss your goals for your money and marriage.
04
DEVELOP A
CUSTOMIZED PLAN
Based on your goals and stage of the Marital Life Cycle, we’ll create a custom plan to budget, pay off debt, save more, and build a strong financial future!
Marital Life Cycle
with Financial Goals for Every Stage
1
Single / Dating
​
Build financial independence, establish your career, and learn how to handle money wisely while dating—without the risks of combining finances too soon.
2
Newlyweds
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Learn how to combine finances, communicate effectively, and align your goals. Understand how men and women often view money differently, when to buy a home, and what insurance you actually need.
3
Married + Young Kids
​
Adjust your budget for new expenses, save for college and retirement, teach your kids healthy money habits, get the right insurance in place, strengthen communication and understand money differences.
4
Married + Teens
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Prepare for major transitions: teach your kids how to handle money, plan for college without debt, accelerate retirement savings, and work toward paying off the house, all while balancing time with family.
5
Empty Nesters
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As the kids leave home, focus on adjusting your budget, maximizing retirement savings, and tackling any remaining debt. It’s a time to redefine your financial goals, plan for future healthcare, and enjoy the freedom to prioritize personal dreams and goals.
6
Retirement
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Budget for a fixed income, manage healthcare costs, legacy planning, and making sure your retirement dreams stay aligned. Give generously, travel freely, and prioritize your health and relationships—without the stress of money.
7
for those navigating
Separation / Divorce
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Untangle shared finances; create a new budget; navigate legal fees, child support, alimony, job changes, co-parenting expenses; and rebuild stability so you can move forward with confidence.
Matrimoney Packages
Single Session
$399
For targeted help with one specific
financial topic
Included in this package:
One 2-hour session focused on your chosen topic
30-minute follow-up check-in call
Tools and resources to help you keep winning on your own
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​​
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Creating a budget/financial plan
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Get your spouse on board
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Communicating about money
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Paying off debt with the debt snowball
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Sending children to college debt-free
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Investing for retirement/building wealth
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Real Estate-buying, selling, paying off early, investing
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Budgeting with irregular income
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Saving Money
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Tithing/Giving
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Combining finances
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Insurance needs
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Small business set-up
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Talking through any upcoming financial decision
Popular topics include:
Life Event
$1099
For major life changes or financial crises that require a fast, focused plan.
Included in this package:
Three 2-hour coaching sessions
Email/text support between sessions
30-minute follow-up check-in call after sessions are completed
Tools and resources to help you move forward with confidence
Common life events include:
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Marriage or divorce
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Death of a spouse
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Preparing for a new baby
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Bankruptcy or foreclosure
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Buying or selling a home
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Retirement
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Starting a business/getting organized with your small business
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Financial infidelity
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Receiving a large sum of money (inheritance, settlement, lottery winnings, etc.)
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Any other situation causing major financial stress
The marriage & money program
$1999
A 4-month coaching journey designed to help you and your spouse master money together.
*
Included in this package:
2-hour initial "Deep Dive" session
Eight 1-hour coaching sessions
In-depth focus on foundational money topics
Customized focus based on your stage of the marital life cycle
Emphasis on healthy communication, shared goals, and understanding your money differences
Insurance review
Email/text support between sessions
One 1-hour check-in session within 1 year of program completion
Tools and resources to keep winning together