PFC - Services

One time Consultation -  $89 
This Consultation is best suited for someone who is doing good with their finances and just wants to have a check up to see if they are missing anything.  Or someone who has completed one of our long term sessions and just wants to check in once or twice a year. This session includes a review of your current financial situation, a review of your goals for the future, and the design of a new budget with a Game plan going forward. 
6- Month Session - $1,040
($500 non-refundable deposit + $90 a month)

This consultation is best suited for someone who has a fair handle on their finances but would like some guidance and accountability in reaching a specific short-term goal. We’ll start with a session that reviews your current financial situation, and spend some time reviewing and selecting your goal for the next 6 months. Then we will meet twice a month to review your goals and check the progress made, updating and tweaking our action points as your life changes. I also make myself available (at no additional cost) via text and email to answer questions between sessions.  

12-Month Session - $1,980
($900 non- refundable deposit + $90 a month)

This consultation is best suited for someone who is completely overwhelmed by their finances and need guidance and accountability to learn to manage their finances.   We’ll start with a session that reviews your current financial situation, and spend some time reviewing and selecting your goals for the next 12 months. Then we will meet twice a month to review your goals and check the progress made, updating and tweaking our action points as your life changes. I also make myself available (at no additional cost) via text and email to answer questions between sessions. 

Group Classes  

Basics of Budgeting - $45 a person ($75 couples)

This 4 week class is offered 3 times a year (January, May, and September) and will cover the basics of personal finance. 

State of the Family - $85 a couple

This is a 6 week course for couples, engaged, newly married, or just wanting to improve their communications over finances. This course gives you the outline for a monthly planning session that covers not only finances, but all aspects of married life. You will learn how to merge your dreams, plan for the future and manage the day to day of living with another person.

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