Square One PERSONAL FINANCE
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Packages

Pick the plan
that fits your goals.

Every package starts with the same free coffee meeting. From there, we tailor the depth and timeline to your specific situation. One-time pricing. No subscriptions, no surprises.

Square One

The entry point. One plan, done well — a budget, or a single focused debt payoff plan or retirement starter if you've already got a budget that works. The "get me un-stuck" package.

$750

One-time

  • Free coffee meeting
  • One plan built from your real numbers — budget, debt payoff, or retirement starter
  • 90-minute plan walk-through
  • Text support for 2 months
  • One 2-month follow-up meeting
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Most popular

The Foundation

The package most families actually need. Two plans built together — whichever two your situation calls for. The plans are chosen to fit you, not picked from a fixed menu.

$1,250

One-time

  • Free coffee meeting
  • Any two plans built from your real numbers — budget + debt payoff, debt payoff + retirement, whatever fits your situation
  • 90-minute plan walk-through
  • Two follow-up meetings (3- and 6-month check-ins)
  • Text support throughout
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Full Financial Reset

Your whole financial picture handled, not just a piece of it. No fixed list of modules — we build whatever your situation needs, go deeper into your history, and stay alongside you for a full year.

$1,750

One-time

  • Free coffee meeting
  • A complete financial plan — as many pieces as your situation needs, built together (budget, debt, retirement — your mix, not a fixed menu)
  • A deep look at a full year of your finances, not just the last few months
  • Quarterly check-ins for a full year.
  • Text support throughout
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Prefer to spread it out? The Foundation and Full Financial Reset can be split into two or three interest-free payments.

What plan do I need?

Not sure where you land?

Here's roughly who each plan is for. None of this is a rigid test — it's a "you might see yourself here" guide.

Help in one specific area

  • You've never had a real budget and have no clear sense of where your paycheck goes each month.
  • Your budget works fine, but you're ready to get serious about paying off the car.
  • Retirement feels distant and abstract. You want a real $ amount you need to retire and a date you'll hit it.

→ Square One

Two things at once

  • You're digging out of debt and want to start saving for a house without losing momentum on either
  • You've got the budget handled but want to payoff debt and a start building for retirement
  • Your income just changed — a raise, a new baby, a partner back to work — and you want the budget and the long-term plan rebuilt around it

→ The Foundation

The holistic approach

  • You've got a few things going at once — a mortgage, a loan or two, kids, retirement to think about — and want it all handled together, not one piece at a time
  • You're a few years out from retirement and want an honest answer on whether you're on track, plus a plan for the home stretch
  • You just got married and you want to start this new adventure on solid financial ground. You need a budget with your new merged finances, a plan to pay off the student loans, and a realistic retirement date.

→ Full Financial Reset

Still can't tell? That's exactly what the first coffee is for.

What you walk away with

A plan you can actually run yourself.

  • A clear plan built from your real numbers — whatever your situation calls for
  • Concrete next steps to take, not vague "spend less" advice
  • A walkthrough of your full plan before we wrap up, so you leave knowing exactly how to run it
  • A system you can maintain yourself — not a one-time snapshot you'll never look at again
  • My phone number for the questions that come up after

Sample client deliverables. Click any preview to see the full plan.

Ready to grab that coffee?

No spreadsheets, no laptops, no commitments. Just a conversation about your goals and how we might be able to help.

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