Services
Providing Services as Unique as You Are
One-on-One Coaching
For people who want individualized attention, we offer one-on-one coaching between you and your dedicated financial coach. Coaching begins with a "deep dive" session that allows us both to get a clear understanding of your current financial picture. This is immediately followed by an intense, three-month program chock full of frequent sessions, insights, and easy-to-implement tools and strategies. Clients who finish the first three-month program have the option to continue less frequent sessions after the initial period.
Small Group Classes
We believe that everyone deserves access to good, unbiased financial information, but that one-on-one coaching might be outside some people's budgets. This is why we offer small group classes - these classes are
more affordable for families who are struggling with their finances, while still providing useful, relevant, and implement-able information. These classes are intentionally limited in order to provide an inviting environment where everyone feels comfortable asking their questions.
Employee Workshops
If you're a small business owner (like Jex!) and you want to ensure your employees' financial health, this is the service for you. Ranging from a single "Lunch and Learn" to multi-month courses, workshops can include personal finances topics such as cash flow planning, budgeting, saving for future goals, saving for large purchases, adequate insurance coverage, and more. We can even address the specific employee benefits your company offers, such as disability insurance, group health insurance, understanding how a 401(k) plan works, or any other benefit you offer.
