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REFUND POLICY

I do not ofter refunds for my coaching services as I am a fee-for-time service. I promise that you will get out of the coaching session what you put into it.

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PAPERWORK

You are asked to prepare preliminary paperwork to better prepare your coach. I ask that this forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which my coaching may be issued. I expect that you will come prepared taking the necessary steps you need to succeed. You are encouraged to take full responsibility for your plan and it's implementation.

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CONFIDENTIALITY POLICY

I pledge to keep completely confidential all matters discussed and the contents of all documents provided to me.

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DISCLAIMER

Coaching is designed to give you accurate information with regard to the subject matter covered. I am not authorized to render legal, accounting, or other professional advice.  You may be further directed to seek additional services from appropriate licensed legal, accounting, or investment service.

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Choose your pricing plan

  • Introductory consult

    0$
    Completely free and no obligations to sign up.
    Free Plan
    • I get to introduce myself.
    • It's a safe space with no judgments.
    • It's totally up to you what your next steps will be.

  • Debt Help Coaching

    300$
    I’ll help you analyze your financial situation, establish custom goals, and provide actionable recommendations to improve your debt management and financial wellness.
    Valid for 2 weeks
    • Two one hour sessions.
    • Identifying problem budget areas.
    • Design and implement plan to tackle all identified debt.
    • Spending plan that works for your unique lifestyle.

  • Adus Plus Package

    850$
    The Adus Plus Package includes 7 one-hour sessions that never expire and can be shared with family. Elevate your financial wellness with flexible, personalized coaching.
    Valid for 2 months
    • A clear assessment of your financial health.
    • Are you on track with your Saving, Investing and Insurance.
    • Budgeting Help.
    • Debt Help Coaching.
    • Advice on retirement planning.

  • Master Coach Plan

    1,800$
    The Master Coach Plan provides a comprehensive assessment of every aspect of your finances, empowering you to grow resources and secure your future effectively.
    Valid for 4 months
    • Financial wellness evaluation
    • Debt eradication plan
    • Budgeting Advice
    • Retirement Readiness.
    • Concise evaluation of current plans with an eye on timelines
    • Evaluation of Investment strategies.

  • Small Business Help

    200$
    +$500 Initial Consult fee.
    Our Small Business Help plan supports businesses grossing under $500,000 annually, providing tailored coaching to enhance financial wellness and growth strategies.
    Valid for one week
    • Advice on necessary insurance coverage for your business
    • Are you paying yourself too much or too little?
    • Advice on creating retained earnings.
    • When and how to make large purchases for your business.
    • Price quoted is a starting fee and will vary from final fee.
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