Explore what we offer
Family and finances don’t have to feel at odds.
You want to provide for your family and plan wisely for the future — but money can feel overwhelming.
We believe you’re the hero of your story, and we’re here to help you build a plan rooted in peace, purpose, and wisdom. Together, we’ll create a strategy that helps your family prepare for the unexpected, live generously, plan for the future, and walk in financial freedom.
Let’s build your plan with purpose today!
3 Sessions: $299 per session
Starter Plan
Session 1: Step 1 — Assessment & Foundation
To create a plan for where you want to go, we first need to assess your current location. We will work on gathering the fill picture of your financial situation and create a net worth statement (your starting point). Additionally, we will discuss ownership, generosity, and stewardship — the first step toward financial peace. Learn how giving anchors the heart and shapes every other financial decision.Session 2: Steps 2 & 3 — Risk Assessment, Starter Emergency Fund, & Budget
Review key areas of protection such as auto, health, life, and disability coverage. Identify what is needed for starter emergency savings - a cushion for life’s surprises. Then we will build your budget - a budget is simply a plan telling your money what to do.Session 3: Steps 4 & 5 — Free Money & Debt Freedom Plan
Does your employer offer a matching retirement fund? Don’t miss out on the opportunity for free money. We will check for employer match retirement funds to ensure you take advantage of this opportunity.We will develop a personalized debt payoff roadmap. Learn practical tools and principles to break free from financial bondage and live with greater purpose.
Includes:
+ Risk assessment
+ Net Worth Statement
+ Debt Freedom Plan
+ Coaching & Accountability
* Plans may change to be tailored to your individual circumstance and situation.
5 Sessions: $249 per session
Freedom Plan
Sessions 1 - 3
Everything in Starter Plan Plus
We will identify your goals and create a financial roadmap that aligns with these goals.
Session 4: Full Emergency Fund & Budget Review
Using your risk tolerance, job security, and other factors we will identify the appropriate emergency fund for your unique situation. Additionally, we will review best practices for where to hold these funds.
Review your monthly budget to ensure it is working for your needs, desires, and goals.
Session 5: Develop Smart Savings Strategy
Develop smart saving strategies so you never go back into unnecessary debt. Save for future milestones such as car replacement, major home repairs or home purchase, college, or other major life goals.
Includes:
+ Risk assessment
+ Net Worth Statement
+ Debt Freedom Plan
+ Financial Wellness Plan summarizing your
priorities and next steps
+ Coaching & Accountability
* Plans may change to be tailored to your individual circumstance and situation.
12 Sessions: $199 per session
Legacy Plan
Everything in Starter & Freedom Plans +
Sessions 1–2: Step 1 — Generosity & Stewardship Foundation
Discover what Scripture teaches about ownership, generosity, and stewardship.
Design a giving plan that reflects your heart and values, anchoring your financial journey in biblical trust and gratitude.Session 3: Step 2 — Risk Assessment & Protection
Conduct a full financial protection review — auto, home/renters, health, life, disability, and ID theft.
Identify coverage gaps and create a plan to safeguard your household against financial risk.Session 4: Step 3 — Starter Emergency Fund
Build your initial emergency fund (one month of expenses) as a buffer against life’s surprises.
Learn how to automate savings and prepare for unexpected challenges with wisdom and peace.Session 5: Step 4 — Employer Match: Free Money
Evaluate employer retirement benefits and identify available matching programs.
Understand how matching contributions work and how to maximize this “free money” opportunity through informed stewardship. (Education only — no investment advice.)Sessions 6–7: Step 5 — Debt Elimination & Freedom Plan
Create a personalized Debt Snowball or Avalanche payoff schedule.
Apply biblical principles of contentment and discipline to eliminate high-interest debt and build lasting financial freedom.Session 8: Step 6 — Fully Funded Emergency Savings
Expand your reserves to 3–6 months of essential expenses.
Learn where to keep it, how to sustain it, and how margin can bring peace and stability to your household.Session 9: Step 7 — Home Ownership Preparation
Develop a smart home-buying plan based on stewardship principles.
We’ll review affordability, saving for a down payment, and ongoing homeownership costs, ensuring you’re ready without compromising generosity or peace.Session 10: Step 8 — Save 15% for Retirement (Educational)
Learn how consistent saving, employer plans, and tax-advantaged accounts (401k, IRA, Roth IRA) work over time.
Understand long-term investing basics and the power of compound growth — education only, not advice.Session 11: Step 9 — Prepare for Future Expenses
Create savings systems for predictable future needs — cars, education, vacations, and major life events.
We’ll discuss how intentional planning reduces stress and honors God through wise foresight.Session 12: Step 10 — Mortgage Freedom & Generational Legacy
Explore educational strategies for paying off your mortgage early and structuring a family legacy plan.
Learn how generosity, estate planning, and biblical succession principles can create lasting impact for generations to come.
Includes:
+ Risk assessment
+ Net Worth Statement
+ Debt Freedom Plan
+ Personalized Financial Freedom & Legacy Plan
+ Quarterly Accountability Check-Ins
+ Faith-Based Coaching, Prayer, and Encouragement
Every Step of the Way
* Plans may change to be tailored to your individual circumstance and situation.
Other Services
A hands-on, guided session to help you create or refine your monthly budget.
We’ll align your spending, saving, and giving to reflect your values and bring peace to your financial rhythm.
One-time extended session, guided deep dive for individuals or couples seeking clarity and a fresh start.
We’ll assess your full financial picture, identify barriers, and create a practical, faith-aligned plan for lasting change.
An educational coaching session designed to demystify investing from a biblical perspective.
Gain clarity on key concepts, evaluate your current approach, projected future needs, model savings needs to meet your goals, and learn how to steward wealth with eternal impact.
(Educational only — no investment advice provided.)
For seasons of change — graduating and loan payments starting, marriage, home purchase, new baby, job transition, or retirement.
We’ll map out financial priorities and faith-driven goals so you can move forward with confidence and peace.
Don’t see what you’re looking for?
Custom plans available!
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