
"Empower your financial future: every question answered, every plan refined, and every goal achieved—together, we’ll turn your aspirations into reality!"
Our services.
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One-Hour Financial Consultation
$75.00
Unlock the secrets of your financial future in this dynamic hour-long consultation! Whether you’re curious about budgeting, investing, or creating financial strategies, you can ask questions and gain valuable insights. Please bring your ideas, and let’s work together to simplify finance and empower you with knowledge. Don’t miss out—take the first step toward mastering your finances today! -
Comprehensive Financial Review
$270.00
Transform your financial landscape with an in-depth analysis of your financial status, whether you’re an individual or part of a partnership. For a one-time fee, we’ll meticulously review your financial statements from the past two months, enabling you to craft a personalized financial plan. This tailored strategy will help you eliminate debt, establish a sustainable budget, build your savings, and lay the groundwork for smart investing. Seize this chance to take charge of your financial journey! -
Individual Accountability Support
$135.00
Stay on track with bi-weekly accountability meetings designed to refine your monthly spending plan and establish robust savings and investment goals. Together, we’ll navigate the path to financial success, ensuring you’re equipped with the tools and strategies to thrive!
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Partner Monthly Support
$189.00
Commit to a brighter financial future with our bi-weekly accountability meetings for partners, available as joint or individual sessions. Together, we’ll thoroughly review your monthly spending plan, maximize savings, and enhance your investment strategy. Let’s work collaboratively to achieve your financial goals and strengthen your partnership along the way! -
Quarterly Meeting
$189.00
A quarterly financial check-in is a powerful way to stay aligned with your money goals. Every three months, we’ll review your spending, savings, and investments to see what’s working and what needs adjusting. It’s a chance to track progress, make smart updates, and keep you moving forward with confidence and clarity.
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Finance 101
$189.00
Welcome to Finance 101 with Money Coach Kay! In this class, we’ll break down the basics of investing so you feel confident growing your money. You’ll learn what stocks, index funds, and brokerage accounts are—without the confusing jargon. We’ll walk through how investing works, why it’s essential, and how to get started step-by-step. Whether you’re brand new or just need a refresher, you’ll leave empowered to make informed financial decisions and start building wealth with confidence.