Services.Our homepage describes in detail our Couples Financial Coaching services, but we offer more! Check out our offerings below. Please contact us to hire us, ask questions, or receive more information.
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Couples Financial Coaching
Our signature service, as detailed on our homepage. We coach couples through a guided conversation about their financial goals and current habits to implement a customized, day-to-day system to help you achieve your joint success.
Singles Financial Coaching
On the surface, you may think this process is simpler than with a couple. But it's not, especially if marriage or a long-term relationship is something you want in the future. How do you plan for your own financial future with the uncertainty of your relationship future? We bring the same expertise and experience to help you think through your own personal financial goals and your financial future.
Tax PreparationDon't even know where to start with taxes? Don't pay an expensive accountant or buy pricey software. We offer tax prep services for simple situations without charging an arm or a leg. Hand us your W-2, answer a few simple questions, and have your taxes filed and checked off your list! We offer a 50% discount when combined with another service.
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Finances Q+A
Do you want objective answers about financial topics, but feel like you don't know who to ask, or anyone you ask tries to sell you something? With our Financial Q+A service, you simply pay us for our time and we answer whatever questions you have. No sales pitches, no conflicts of interest, no life insurance sales. We can just answer simple questions, or we can be your sounding board to guide you through complex financial situations. You bring the Q's, we bring the A's.
Finances 101Do you hear "finances" and don't even know where to begin? Maybe you just entered the workforce, maybe your father handled finances for you before, or maybe you have $5,000 sitting in your checking account and don't even know where to start. In a no-judgement setting, we will go through the basics of personal finance, retirement accounts and benefits, investing, checking and savings, credit cards, and more topics. Our coach will meet you where you are and spend as much or as little time on any topic that you wish. This makes a great gift for your recent graduate. Absolutely no sales pitches!
Other / Customized Services
If you have any other financial situation you think we can help with, fill out our contact form and we'll be in touch to see how we can help you!
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I had been working for about a year and half out of college, and I realized I had a nice chunk of change sitting in my checking account. I knew there was something better I should be doing, but I didn't even know where to start. The Financial 101 service, and then the Singles Financial Coaching helped me understand how money works, and how it can work for me!"