• You feel anxious or stuck in your financial life

  • You want to understand your own motivations and behaviors on a deeper level

  • You're ready to build a strong financial partnership based on shared goals and open communication

  • You know you need a financial plan, but you want it to be built on a foundation of self-awareness first

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Gain Clarity And Alignment

Discover is a coaching-focused engagement designed to bring your personal money story to light. Through facilitated conversations, we help reduce financial stress, deepen your self-awareness, and provide the clarity and confidence to move forward.

Is Discover Right For You?

For Individuals: Clarify your values and build financial confidence

Session 1: Your Financial Story & Values (90 minutes)

In this deep-dive discovery session, we'll explore your personal history with money, identify the core values that should guide your decisions, and define what financial well-being truly means to you.

Session 2: Your Financial Mindset & Path Forward (90 minutes)

Building on our first session, we’ll connect your money story to current habits and challenges. Together, we’ll boost your confidence, untangle complex financial questions, and build a decision-making framework that aligns with your values.

Fixed Fee: $1,000

For Couples: Strengthen Your Financial Partnership

A collaborative process designed to help you and your partner build a strong and resilient financial partnership. The engagement is structured across four private, facilitated sessions.

Session 1: The Individual Perspectives (Two separate 60-minute meetings)

We begin with two individual, confidential sessions. Each partner shares their unique money story, values, and perspective—creating space for honest reflection before coming together.

Session 2: The Shared Dialogue (90 minutes)

In a shared session, we guide you through a structured conversation about your financial histories, habits, and goals. The focus is on empathy, connection, and understanding each other’s point of view—without judgment.

Session 3: Building Your Financial Partnership (60 minutes)

We move from reflection to action. Together, you’ll co-create “rules of engagement” for healthy money conversations and agree on shared financial principles to guide your future.

Fixed Fee: $1,800

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What You’ll Walk Away With

Whether you're engaging as an individual or as a couple, you'll leave this experience with more than just insight—you'll gain tools and clarity that support confident, values-aligned decisions moving forward.

You’ll receive:

  • A personalized summary of your money story, values, and financial mindset

  • A decision-making framework aligned with your priorities and goals

  • Guidance for navigating financial stress, uncertainty, or conflict

  • For couples: co-created communication principles and shared financial values to strengthen your partnership

This isn’t just a conversation—it’s a foundation for a healthier, more intentional financial life.

Ready to Begin?


It starts with a conversation. Schedule your complimentary consultation today.