Pricing & Details

3 month coaching Package

3 month coaching package includes:

• First session (1 x 2 hrs) via zoom

• 3 follow on sessions (3 x 1 hr sessions) via zoom

• Unlimited support via email

• Notes, actions, and homework provided between sessions

• Spreadsheets of income, expenses, assets, debts, and net worth

• Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money

Package valid over a period of 3 months.

This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.

$1222/month for 3 months

$3500 if paid in full via ACH or venmo @stephaniexenos

*3% will be added for credit card transactions

6 month coaching Package

6 month coaching package includes:

• First session (1 x 2 hrs) via zoom

• 6 follow on sessions (6 x 1 hr sessions) via zoom

• Unlimited support via email

• Notes, actions, and homework provided between sessions

• Spreadsheets of income, expenses, assets, debts, and net worth

• Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money

Package valid over a period of 6 months.

This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.

$1111/month for 6 months

$6000 if paid in full via ACH or venmo @stephaniexenos

*3% will be added for credit card transactions

Fulfillment policy: All service based sales are final and no refunds will be given after work has been completed.

Not sure which package to book? Schedule a consultation and we’ll chat through it together!

Expectations

As part of any coaching package, you will receive:

• A review of your overall financial picture, including feedback and suggestions on your income, expenses, assets, and debts 

• A personalized step-by-step action plan with notes and optimization suggestions for all your accounts

• A complete personal balance sheet with all your numbers

• An emergency savings assessment

• Calculation of your Net Worth

• A clarified vision of your financial future

• Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money

Preparing for your first session

You will want to have the following information available for your first session:

• Your monthly income and expenses

• List of all accounts, balances, and interest rates (checking, savings, credit cards, etc)

• Most recent statement and online login access to current and past investment accounts (IRAs, 401Ks, brokerage, etc)

Potential coaching topics