Power Hour

$349

A Power Hour is a one-time, 90-minute session of private and totally personalized money coaching. During this one-on-one, I help you with a key step in your path toward a healthy financial life.

Who is this for?

A Power Hour is for you if you are ready to receive an honest assessment of your current finances and finally feel confident about your next money move. You would like to take the first or next step with your money and learn how to create financial goals, understand financial accounts and optimize your banking system, master credit, or turn your savings into informed investments that build you long-term stability, flexibility, and wealth. Regardless of where you are in your journey, you are seeking guidance, support, or a second opinion on your next big step.

You set the agenda

Due to limited time, we can cover a maximum of two financial topics during a Power Hour. You tell me what you want to tackle during this session. Possible topics you may choose from:

• Setting up a sustainable budget and banking system,

• Creating a debt repayment plan,

• Understanding and maximizing my employee compensation package (401k/403b, matching, HSA/FSA),

• Learning how to build or elevate your credit, including through savvy credit card usage,

• Investing for retirement, or

• Doing a deep dive into stock market investing

Package includes

• Contextualized answers to your personal money questions

• An actionable plan for how you will reach your next financial milestone

• Exclusive access to the FGL Starter Pack:

  • The Workbook (a suite of Google sheet templates to easily organize your finances and quickly run your numbers),

  • The Retirement Accounts Cheat Sheet (a quick guide to help you choose between various retirement accounts),

  • And The Investing Guide (a digital booklet on how to create investment goals, choose the right tax-advantaged investment accounts, and build a diversified portfolio for long-term wealth).

  • These are lifelong resources: templates, guides, visuals, and calculators on goal-setting, budgeting, spending, debt payoff, credit, and investing in the stock market.

• A customized email with a review of the session and links to the resources mentioned, so you can confidently carry out your new money plan.

Upon signing up

Upon choosing your date and time on my Calendly, you will be prompted to answer a few questions to help me onboard you. Immediately after submitting your responses and payment, you will receive an email with information on how to complete your onboarding and prepare for your session, and a receipt of your payment.

After your Power Hour

After completing a Power Hour, you will become eligible to sign up for a Returning Client Check-In. During a Check-In, we review your progress, explore past topics, or cover new/advanced financial concepts. More info on Check-Ins here.