What we Offer
Coaching That Fits Your Life
Whether you want focused one-on-one guidance or the energy of a group setting, there's a path designed for where you are right now.
One-on-One Coaching
Your finances. Your goals. Your plan.
Private coaching sessions built entirely around you. We dig into your specific situation — income, debt, spending, goals — and build a clear, actionable roadmap you can actually follow.
Starter Session
60 min
$150
A single deep-dive session to assess where you are and map out your next steps. Perfect if you want clarity fast.
- Full financial assessment
- Personalized action plan
- Priority areas identified
- Follow-up resource guide
- 7-day email support
Momentum Package
3 sessions
$399
Three focused sessions over 6 weeks. Build momentum, track progress, and adjust your plan as life happens.
- 3 x 60-min sessions
- Custom budget framework
- Debt payoff strategy
- Investment starter guide
- Unlimited email support
- Session recordings
Transformation Program
6 sessions
$699
Six sessions over 3 months for a complete financial overhaul. From chaos to clarity — this is the full journey.
- 6 x 60-min sessions
- Full financial plan
- Net worth tracking
- Investment portfolio review
- Tax optimization basics
- Priority Slack access
- Monthly check-in calls
Group Workshops
Learn together. Grow faster.
Upcoming Workshops
Budget Like a Boss
$75Master the zero-based budgeting method and build a system that actually sticks — even on a variable income.
Destroy Your Debt
$75Avalanche vs. snowball, refinancing, and the psychological tricks that make debt payoff sustainable.
Investing 101 for Young Professionals
$89Index funds, Roth IRAs, 401(k)s — demystified. Walk away knowing exactly where to put your first $1,000.
Small-group sessions (max 12) on focused finance topics. Get expert guidance at a fraction of the cost of private coaching — plus the energy and accountability of a community.
Every workshop includes:
- Live interactive Zoom session
- Max 12 participants
- Downloadable workbook
- Recording access for 30 days
- Private community access
- Q&A with Jordan
Free Intro Call
Not sure which option is right for you? Book a free 20-minute call. No pitch, no pressure — just an honest conversation about where you are and what might help.
- 20 minutes, completely free
- No commitment required
- Get real answers to your questions
- Find the right fit for your goals
Common Questions
Not Sure Where to Start?
Book a free 20-minute intro call. We'll figure out the best path together.