Scheduling Options

Whether you just need a single session for some fine-tuning, or you're in-over-your-head and need ongoing support, I have options for you. 

Not sure what's right for you? 

All services are offered both in-person and virtually. 

New Financial Coaching Clients 

Trailhead Session, $275

Get your questions answered & financial plan organized in this comprehensive offering

The Trailhead process begins before we meet, by gathering all the information and questions from you that we'll need to deliver a roadmap to your goals. After receiving your intake forms I'll even follow up with additional info I might need before we meet. After a two-hour, in-person strategy session, you'll also receive a follow up email with resources and info you'll need on your path. This session is a required step for those interested in longer-term coaching option. It is great for small business owners looking to get a handle on budgeting for both their personal and business life.

Bringing your entire financial picture to the table, we will: 

  • Assess your financial standing

  • Clarify your priorities for paying off debt and saving towards goals

  • Suggest ways to streamline your money-flow and bills to create ease in your money relationship

  • Teach you principles of money management that will lead to greater success and prevent hiccups in the future

  • Answer as many questions related to your financial life that we have time for, and send you relevant resources for them after the session

Emily was incredibly warm, welcoming and practical! My husband and I came to her looking to organize our joint bank account and do some future planning/get a read on our current situation. Her advice was sustainable, functional, and down to earth. Emily helped us not only organize with an amazing app called YNAB, but also helped us to map out our future financial plans so that we could start really saving our money for the things we wanted. She was able to set us up with a monthly plan that worked in our budget and gave us friendly recommendations on where to get our taxes done/how to save money in specific places. We’ve already saved a lot of money using her advice! We will will definitely be using her services again and would recommend her to anyone looking for a friendly, down to earth person to talk the money talk with.
— Gabby R.

Financial Foundations Coaching Package

Three & Six month intensives for individuals, couples or small business owners

This process is a thorough revamping of not only your relationship with money, but with how you handle and manage it. You'll bring all your data and, yes, feelings about money to the table so we can rehab your current situation and proactively create behaviors that will lead you to where you want to be in 1, 5 or 10 years from now. Let's re-write your story about money into one where you are engaged, empowered, organized and even excited about what it does for you. 

  • 8 sessions spaced over three months, or 14 sessions spaced over six months

  • Email support between meetings

  • Interested? Schedule a free consultation to learn more.


Returning Clients

Ongoing coaching

This is a great option for those who have already completed a Trailhead Session or Foundations coaching package with me, and want to commit to progress and continued support.

  • Continues your progress with regular meetings, shared documents, accountability & support

  • Includes email support between meetings

  • Requires minimum 3-month commitment

  • Options from $65-$195/month depending on level of support.

You Need a Budget (YNAB) Specific Coaching

In-person or virtual screen-share sessions for YNAB help, $80

These sessions are perfect for those struggling to set up their YNAB budgets and who crave more support than they can find online. If you're already using YNAB to manage your finances and just need a regular accountability partner/problem solver, I'm here for that too. 

*After holding so many of these sessions, I find that it would truly benefit many people who use YNAB to go through my Trailhead session (above). The legwork there will enable you to set up your YNAB for success in the long-term. Unless signing up for a coaching program, these sessions do not include email support between meetings.

Share the gift of financial empowerment

Save $50 off our Trailhead session when purchased as a gift for a loved one ($225 instead of $275). The pre-programmed amounts below reflect various coaching packages- or feel free to choose a custom amount. Gift certificates are non-refundable so I recommend making sure your friend or family member is ready (and excited:) to improve their financial life.