What we offer

Services built around your real life

No cookie-cutter plans. Every service is designed to meet you exactly where you are — whether you're drowning in bills, building your first budget, or ready to take your credit seriously.

Bill Prep & Organization

Know exactly what's due, when, and how much — every single month.

We sort every bill, set up autopay where it makes sense, build a personalized payment calendar, and create either a physical bill binder or a digital dashboard — whichever works best for your life. You'll never miss a due date or get hit with a surprise late fee again.

Full bill audit and categorization
Autopay setup and review
Monthly payment calendar
Physical binder or digital dashboard
Optional monthly maintenance check-ins

Pricing

$150 setup + $75/mo maintenance

Get organized

Budget Building

A budget that actually fits your income, your bills, and your goals.

We build a custom budget from your real numbers — not a generic template. We look at your actual income, your real spending, and your specific goals, then create a plan you can actually stick to. Includes 30, 60, and 90-day check-ins to keep you on track.

Income and expense deep-dive
Custom budget built from your real numbers
Spending category breakdown
30, 60, and 90-day follow-up check-ins
Adjustments as your life changes

Pricing

Flat rate per package

Build my budget

Subscription & Bill Audits

Find the money you didn't know you were losing.

Most families are paying for subscriptions they forgot about, duplicate services, and bills that could be negotiated lower. We find them all — and we'll even call providers with you to lower your internet, phone, and insurance bills. Clients regularly find $100–$300/month they didn't know they were spending.

Full subscription and recurring charge review
Identification of duplicate or forgotten services
Bill negotiation support (internet, phone, insurance)
Cancellation walkthrough for unwanted services
Summary report of savings found

Pricing

$300 one-time

Find my savings

Credit Education

Understand your score. Know your rights. Build from here.

Credit is one of the most misunderstood parts of personal finance — and one of the most important. We break it all down: how scores are calculated, how to pull your free reports, how to read them line by line, and how to dispute errors yourself without paying a credit repair company.

How credit scores are calculated
How to pull and read your free credit reports
Dispute process walkthrough (DIY — no middleman)
Score-building strategies for your situation
Available as workshop, course, workbook, or 1-on-1 session

Pricing

Varies by format — see Credit Education page for details

Learn more

Accountability Coaching

The structure, the check-ins, and the push you need to actually follow through.

Knowing what to do and actually doing it are two different things. Accountability coaching gives you weekly taskers, regular check-ins, and a proven system built from a real wealth-building journey. This is for the person who's ready to commit and wants someone in their corner.

Weekly financial taskers and action items
Regular check-in calls or messages
Proven system based on real results
Personalized to your goals and timeline
Ongoing support and adjustments

Pricing

$150/month

Start coaching

FAQ

Common questions

Not sure which service is right for you?

Reach out and we'll talk through where you are and what would help most. No pressure — just a conversation.