FINANCIAL COACHING THAT MEETS YOU WHERE YOU ARE.

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Best for: quick clarity, immediate wins, new budgeters, or jumping back in after a hectic season. Also great if you want a low-risk start before choosing a longer program.

You’ll leave with: a one-page Money Map, 2–3 expenses trimmed (or renegotiations started), a simple weekly caps plan, and one 7-day action you can take right away.

 You get (in 2 hours):

• Money Map QuickStart (one page) completed live. 
• Unnecessary Expense Audit: identify and trim 2–3 recurring expenses; add a reusable renegotiation script. 
• Weekly Caps plan (paper or bank-app notes) for 2–3 spending categories. 
• 7-Day Action Plan (1–2 specific tasks with date/time). 
• Recap email within 2 business days with: copies of your Money Map, scripts/templates, and your next check-in option. 
• Credit note: $250 credits to any program within 14 days.

Cadence:

• 1 × 120-minute working session (live, collaborative)
• Recap email within 2 business days with links, scripts, and next-step options

Fit if: you want traction this week without a long program, or you’re deciding whether to do Sprint/Foundations/Momentum/Expat Launch and want proof first.
Not a fit if: you need career or transition coaching (see Momentum 90), multi-week habit installation (Foundations 90), or expat feasibility planning (Expat Money Launch).

Flat fee: $250 — credits to any program within 14 days.

Best for: quick reset, immediate wins, new budgeters, or coming back after a hectic season. 

You’ll leave with:  a one-page monthly snapshot, 2–3 fee cuts, and a simple weekly loop you can keep running. 

You get (over 4 weeks):

• Kickoff: build your Purpose Budget (one page) and set auto-transfers for buffers. 
• Unnecessary Expense Audit: complete 2–3 cancellations/renegotiations (or start them) with email/phone scripts. 
• Weekly Caps installed (paper tracker or bank-app notes) + quick check method. 
• One-page Monthly Snapshot (printable) cash-flow, buffer, expenses trimmed.
• Bills & Benefits Organizer (lite): prompts for renewals, beneficiaries, and “who to call” list. 
• After each session: short email notes with what changed and what’s next. 
• End-of-Sprint Proof: one-page summary of results (expenses trimmed $, buffer progress, habit streak) + your suggested next step.

 Cadence: 

• 1 × 60‑min kickoff 
• 3 × 45‑min check‑ins 
• lightweight email touchpoints
   

Fit if: you want traction this month without a long program.
Not a fit if: you need career/transition coaching—see Momentum 90.

Flat fee option (save up to 10%): $789 (covers up to 5 hours over 4 weeks; additional time $175/hr). 

Breakthrough $250 credit applies within 14 days. 

Best for: habit build + safety; you want a durable system, not a one‑off reset.
You’ll leave with: debt/asset rules, a funded buffer plan, and a weekly tracker you actually use.

You get (over 90 days):

• Rules of the Road (one page): plain-English guidelines for debt, assets, benefits, and when to ask a pro. 
• Buffer Build Plan: target amount, auto-transfers, and “when life happens” rules. 
• Weekly Tracker (paper or simple sheet): 12-week habit log for caps, transfers, and check-ins. 
• Quarter-Ahead Preview: calendar of known expenses (insurance, taxes, travel, gifts) with month-by-month impact. 
• Bills & Beneficiaries prompts (lite): checklist to review payees, beneficiaries, and renewal dates. 
• Resilience Toolkit: emergency request script, bill-relief negotiation script, and income-dip playbook. 
• Progress reviews at weeks 4, 8, and 12 with simple metrics (buffer growth, expenses trimmed $, habit streaks). 
• Quarter Close-Out: 1-page “what’s working/what to keep” and a light plan for the next 90 days.

 Cadence: 

• 1 × 75‑min start line 
• Bi‑weekly 45‑min sessions (5 total) 
• async check‑ins

Fit if: you want consistency and less money noise day‑to‑day.
Not a fit if: you’re planning a cross‑border move soon—see Expat Money Launch. 

Flat fee option (save up to 10%): $1,575 (covers up to 10 hours over 90 days; additional time $175/hr). 

Breakthrough $250 credit applies within 14 days.  

Best for: raises/offer prep, job change, or leadership clarity.
You’ll leave with: a story bank (wins → numbers), negotiation prep, and follow‑through that sticks.
You get (over 90 days):

• Purpose Projects Plan: pick 1–2 money-aligned projects (giving plan, part-time pivot, board/leadership role) with checkpoints. 
• ROI Story Bank: capture wins and metrics; turn them into short stories you can use in reviews, offers, or board bios. 
• Offer/Raise Prep: a Value Case one-pager, compensation/benefits micro-scripts, and a mock conversation. 
• Household Money Quieting: a 30-minute agenda for calm money talks + “friction audit” actions. 
• Execution Rhythm: bi-weekly follow-through checklist and a simple “done/not done” review. 
• Finish Line Packet: 3 proof stories, a next-quarter cadence, and optional referrals (neutral; no compensation).

Cadence:  

• 1 × 75‑min start line 
• Bi‑weekly 45‑min sessions (5 total) 
• Short email reviews

Fit if: you want your money decisions to support a move you’re making at work.
Not a fit if: you only need a one‑time tune‑up—start with Breakthrough 120. 

Flat fee option (save up to 10%): $1,890 (covers up to 12 hours over 90 days; additional time $175/hr). 

Breakthrough $250 credit applies within 14 days. 

Best for: exploring a move abroad or testing feasibility within a clear time window.
You’ll leave with: a one‑page Living Abroad 101 Roadmap (visa path types snapshot, U.S. tax‑tie overview, healthcare notes) plus a Country Comparison Scorecard and Re‑entry/Long‑Term Care checklist. Deliverables:

• Living Abroad 101 Roadmap (one page) — visa path types (education only), tax‑tie overview, healthcare & insurance questions, and re‑entry/LTC checklist.
• Country Comparison Scorecard (quality of life, protections, climate, language, proximity, at‑a‑glance costs).
• Healthcare & Insurance Questions Pack (for planners/insurers abroad and at home).
• Referral‑Prep Sheet + Neutral Resource List (what to ask a cross‑border CPA/immigration attorney; government portals/directories).

Cadence: 

• 1 × 75‑min start line 
• Weekly 45‑min sessions (6–8) 
• Document reviews

Fit if: you want education‑first clarity before you move.
Not a fit if: you need ongoing household habit work—see Foundations 90.

Flat fee option (save up to 10%): $1,890 (covers up to 12 hours over 6–12 weeks; additional time $175/hr). Breakthrough $250 credit applies within 14 days.