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what we
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Family and finances don’t have to feel at odds.
You want to provide for your family and make thoughtful decisions for the future — but money can feel overwhelming.
We believe you’re the hero of your story, and our role is to support you through financial coaching and education rooted in peace, purpose, and wisdom.
Through structured coaching conversations, we help you:
gain clarity around your financial habits,
define meaningful goals and priorities,
build healthy rhythms for managing money,
and stay accountable to the direction you choose.
Our focus is not on financial products or recommendations, but on education, awareness, and personal responsibility — empowering you to move forward with confidence and intention.
Let’s start a conversation focused on clarity, purpose, and next steps.
3 Sessions: $249 per session
Foundation Coaching
Who it’s for
Individuals or families who want clarity around their finances, a strong stewardship foundation, and momentum without overwhelm.
What We Focus On
Understanding current money habits and patterns
Organizing self-reported financial information using educational worksheets
Learning budgeting and cash-flow concepts
Exploring biblical stewardship, generosity, and ownership
Establishing next-step habits for consistency
What’s Included
Educational net worth worksheet
Budgeting & cash-flow education
Faith-based stewardship conversations
Coaching conversations & accountability
5 Sessions: $199 per session
Momentum Coaching
Who it’s for
Those who want to move beyond clarity into consistent progress, healthier habits, and greater peace around money decisions.
Everything in Foundation Coaching, PLUS:
Expanded Coaching Focus
Deepening awareness around spending and saving behaviors
Education on common debt-reduction approaches and discipline
Emergency-savings concepts and preparedness education
Identifying obstacles that derail consistency
Building rhythms that support long-term faithfulness
What’s Included
All Foundation resources
Debt-reduction education materials
Emergency-savings education
Habit-tracking tools
Ongoing coaching & accountability
12 Sessions: $149 per session
Legacy Coaching
Who it’s for:
Individuals and families who want to grow in stewardship, generosity, and long-term faithfulness—and who value coaching, accountability, and formation over time.
Everything in Momentum Coaching, PLUS:
Extended Coaching Focus
Deep biblical exploration of stewardship, generosity, and ownership
Education around major life transitions and financial decisions
Long-term habit formation for saving, margin, and consistency
Understanding common financial concepts tied to work benefits and long-term saving (education only)
Conversations around legacy, family values, and faith-based impact
What’s Included
All Momentum resources
Expanded educational materials
Quarterly accountability check-ins
Faith-based encouragement and prayer (optional)
Long-term coaching relationship
Other Services
A guided coaching session focused on budgeting education and money-management awareness.
In this session, we walk through budgeting concepts and frameworks and help you organize income and expenses using educational worksheets.
Coaching conversations focus on:
Understanding where money is currently flowing,
Learning how budgets function as awareness tools,
Exploring spending, saving, and giving through a values-based lens,
Establishing simple habits for consistency and clarity.
This session is educational and coaching-based and does not include financial advice or recommendations.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!