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.

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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.

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