The Five Pillars of a Well Built Life
build the foundation
Understand your current financial picture and what matters most.
Choose the direction
Set your priorities, consider your timeline, and choose a strategy for moving forward.
Build the
Plan
Build a practical plan for spending, saving, debt, and your existing assets, with education around the areas that need more attention.
Build the Rhythm
Build a repeatable money system with automation, regular reviews, and adjustments as life changes.
Build for the Future
Plan for long-term goals, protect what matters, and create legacy.
Coaching Packages
Your recommended coaching path is determined during your complimentary Clarity Call, based on where you are and the level of support you need..
4-Month Coaching
Stabilize and Build
- 10 private coaching sessions
- 90-minute first session
- Weekly coaching during Month 1
- Biweekly coaching during Months 2–4
- Support across all five Well Built Life pillars
- Budget, debt, savings, and existing asset review
- Goal-setting strategy
- Client portal with progress tracking and action steps
6-Month Coaching
Build, Strengthen, and Support the Future
- 14 private coaching sessions
- 90-minute first session
- Weekly coaching during Month 1
- Biweekly coaching during Months 2–6
- Support across all five Well Built Life pillars
- Budget, debt, savings, and existing asset review
- Deeper work around money habits and family or couple dynamics
- Future-focused planning around assets, retirement readiness, and longer-term goals
- Client portal with progress tracking and action steps
- Monthly between-session progress review
Designed for clients who need structure, clarity, and a practical plan, but don’t need as much ongoing support between sessions.
Investment:
$997
Payment plans available
Investment:
$1297
Payment plans available
Designed for clients who need more time, accountability and support to work through financial complexity and create lasting change.
Pricing Note
Payment plans are available.
Your recommended coaching path is determined during your complimentary clarity call based on where you are financially and the level of support that best fits your needs.
Couples Coaching
Couples coaching is also available. Pricing is discussed during your clarity call based on the recommended coaching path and level of support.
How it Works
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Start With a Clarity Call
Let’s talk about your goals and what’s most important to you right now.
Choose Your Coaching Path
Select the coaching package that fits your needs and goals.
Build Your Foundation
We’ll assess, organize, and create a plan that sets you up for success.
Put the Plan Into Practice
Take action with support, accountability, and simple steps that work.
Keep
Building
Review progress, adjust as needed, and continue building your well-built life.