We recommend you apply for the Evolving Wealth Pathway
A high-touch 6 month program designed for families or business owners with complex, messy finances. Get clarity on your financial picture and full support in helping you implement a cash flow system that will help you achieve your financial goals.
Evolving Wealth Pathway
Frequently Asked Questions
How is this different from your membership or one-time coaching?
This is a private, ongoing coaching relationship built specifically for complex financial lives. Unlike the membership or a single session, this program gives you 6 months of consistent, strategic support to implement and sustain long-term change.
Do I have to use Monarch Money?
No. We will work together to determine the best budgeting app for you and your situation. Monarch is the most commonly used, but I also help my clients implement their budgets in YNAB, EveryDollar, Quicken Simplifi, and more!
Will this include tax, investment, or retirement advice?
No. This is financial coaching, so I won’t mange your investment, file your taxes, or help you allocate funds to various retirement accounts. We will determine how much you can save for retirement after determining your available cash flow and surplus, but you will work with a financial advisor of your choice to set up retirement accounts and get investment advice.
What kind of results can I expect?
Most clients walk away with a complete cash flow system that is automated for their busy schedules, a debt payoff plan (average debt paid off during the program is $12k+), optimized account structure, thousands of hours saved from stressing about money, and confidence in their financial future. Clients usually see an increase in their net worth of anywhere from $10k to $100k (results vary due to situation and dedication to implement).
How much time will this program require?
The time commitment will vary depending on your needs and the program design. Generally, the first month is the most time intensive with about 3 hours of live meetings with your coach and 1-5 hours of action items split between the initial meetings. After that, a cash flow system usually requires about 10 minutes a week to maintain and 30 minutes to 1 hour with your coach to review how the month went and prepare for the following month of spending.
How much does this program cost?
The Evolving Wealth Pathway is a premium coaching experience with personalized support over 6 months. Most clients invest around $3,000, depending on complexity and structure.
You’ll receive expert 1-on-1 coaching, a custom-built system, and full access to the Sustainable Budget Program. Payment plans are available and will be discussed during your consultation.
What if I need help with my finances urgently?
I’d suggest joining the Sustainable Budget Membership and booking a two hour budget intensive instead. This way, you can get on the calendar within a few weeks and get your primary concerns addressed. If you still want to pursue a 6 month program after that, then that fee will go toward your program. This is a common route for folks who are making a big decision like quitting their job or buying a home and need guidance quickly.
What if I have questions about the program before committing?
If your application is accepted, you’ll be invited to join a free Q&A call with your coach, to ask all of your questions to make sure the program is a good fit for you. During that call we will either get you onboarded, or direct you to other services that might fit your needs better. No commitment required until after the Q&A call.
Simple Steps To Get Started
1
Apply For A Spot
Spaces are limited to ensure a high level of support. Fill out the brief application to let me know about your goals and financial situation.
2
Book A Consultation
If you’ve been accepted, you’ll receive an email to schedule a free 30 minute consultation to make sure this program is right for you, answer questions, and plan your program.
3
Begin Your Customized Financial Journey
Once confirmed, we’ll schedule your first session and begin your 6-month journey to build the custom financial system your life demands.
Testimonials
What Clients Are Saying
Michael M.
Client
Taylor has worked with us over the past few months and made tremendous impact on our financial well being. She is very detailed oriented without being pushy. If you need help with Monarch setting up a financial plan or deeper advice, she can do it all.
Shane S.
Client
I have been working with Taylor for the majority of the year and have never felt a sense of control and understanding of my finances the way I do now. I’ve never once felt judged or uncomfortable, only empowered and gently guided in the direction I have always wanted to go but never knew how. She has been a huge blessing to our family and our financial future. High recommend
Jessi J.
Client
Jim J.
Client
I cannot express enough how wonderful Taylor is. I discovered her on YouTube while searching for guidance on using Monarch. Her tutorial was incredibly helpful, prompting me to reach out for her coaching services. Since January 2024, I’ve been working with her, and the results have been remarkable. I’ve paid off a significant amount of debt, and the budget she helped me create feels genuinely achievable. Thanks to Taylor, I feel far less stressed about my finances and my budgeting.
Taylor is open-minded yet direct, pushing me to reach my potential. She is thorough, highly intelligent, and always supportive. I am thrilled about our ongoing collaboration and excited about the goals we will accomplish together!
Jennifer B.
Client
I have been working with Taylor several months now, when I transitioned from Mint to Monarch Money. Taylor has helped me streamline my processes and maximize Monarch to it’s full potential. I spend far less time worrying about my day to day expenditures, since working with Taylor. I appreciate both Taylor’s communication style and her extensive knowledge of Monarch’s capabilities. I look forward, every month, to checking in with Taylor on my account health.
Jennifer C.
Client