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Proven Financial Coaching

An Investment of Just $150 Per Coaching Session

Every financial journey is different. During your free 20-minute introductory meeting, we will learn about your current financial situation and goals and the intro consultant will help determine which coaching package is the best fit for you.

Our Packages

During your free 20-minute introductory meeting, we will determine which coaching package is the best fit for you.

Standard Package

6 Sessions Over 6 Months
$ 900
  • Build a strong, lasting financial foundation.
  • Gain clarity on where your money is going
  • Create a spending plan for monthly and annual expenses
  • Address a monthly deficit
  • Explore opportunities to increase income
  • Develop a plan to become debt-free
  • Begin working toward your long-term financial goals
Find out More

Accelerated Package

4 Sessions Over 4 Months
$ 600
  • Get organized and begin moving toward your financial goals.
  • Gain clarity on your current financial picture
  • Organize your monthly and annual finances
  • Identify your priorities
  • Create a practical path toward your financial life goals
Find out More

Express Package

2 Sessions Over 2 Months
$ 300
  • Turn your financial goals into a clear plan.
  • Define your financial life goals
  • Understand where you currently stand
  • Create an actionable plan for moving forward
Find out More

Clarity Package

2 Sessions Within 2 Weeks
$ 300
  • Know your numbers and organize your financial picture. Gain clear understanding of your:
  • Income
  • Monthly expenses
  • Annual and seasonal expenses
  • Overall financial position
Find out More

Purchased After Clarity Package

Purchased After Clarity Package

Progress Package

4 Sessions Over 4 Months
$ 600
  • Build on your clarity and make meaningful financial progress (next step after Clarity Package).
  • Create a spending plan for monthly and annual income and expenses
  • Address financial deficits
  • Develop a plan to become debt-free
  • Prepare to save and invest
  • Move confidently toward your financial life goals
Find out More

Consultation Package

1 Focused Session
$ 150
  • For when finances are mostly in order but one specific topic requires the insight of an experienced financial coach. Provides a focused session to evaluate options, make an informed decision, and create a plan for moving forward.
Sign Up

Clarity Package

2 Sessions Within 2 Weeks
$ 300
  • Know your numbers and organize your financial picture. Will help you gain clear understanding of your:
  • Income
  • Monthly expenses
  • Annual and seasonal expenses
  • Overall financial position
Sign Up

Next Step After Clarity Package

Next Step After Clarity Package

Progress Package

4 Sessions Over 4 Months
$ 600
  • Build on your clarity and make meaningful financial progress (next step after Clarity Package).
  • Create a spending plan for monthly and annual income and expenses
  • Address financial deficits
  • Develop a plan to become debt-free
  • Prepare to save and invest
  • Move confidently toward your financial life goals
Sign Up

Consultation Package

1 Focused Session
$ 150
  • For when finances are mostly in order but one specific topic requires the insight of an experienced financial coach. Provides a focused session to evaluate options, make an informed decision, and create a plan for moving forward.
Sign Up

Standard Package

6 Sessions Over 6 Months
$ 900
  • Build a strong, lasting financial foundation.
  • Gain clarity on where your money is going
  • Create a spending plan for monthly and annual expenses
  • Address a monthly deficit
  • Explore opportunities to increase income
  • Develop a plan to become debt-free
  • Begin working toward your long-term financial goals
Sign Up

Accelerated Package

4 Sessions Over 4 Months
$ 600
  • Get organized and begin moving toward your financial goals.
  • Gain clarity on your current financial picture
  • Organize your monthly and annual finances
  • Identify your priorities
  • Create a practical path toward your financial life goals
Sign Up

Express Package

2 Sessions Over 2 Months
$ 300
  • Turn your financial goals into a clear plan. Will empower you to:
  • Define your financial life goals
  • Understand where you currently stand
  • Create an actionable plan for moving forward
Sign Up

Clarity Package

2 Sessions Within 2 Weeks
$ 300
  • Know your numbers and organize your financial picture. Will help you gain clear understanding of your:
  • Income
  • Monthly expenses
  • Annual and seasonal expenses
  • Overall financial position
Sign Up

Progress Package

4 Sessions Over 4 Months
$ 600
  • Build on your clarity and make meaningful financial progress (next step after Clarity Package).
  • Create a spending plan for monthly and annual income and expenses
  • Address financial deficits
  • Develop a plan to become debt-free
  • Prepare to save and invest
  • Move confidently toward your financial life goals
Sign Up

Consultation Package

1 Focused Session
$ 150
  • For when finances are mostly in order but one specific topic requires the insight of an experienced financial coach. Provides a focused session to evaluate options, make an informed decision, and create a plan for moving forward.
Sign Up

Coming Soon

Starter Package

3 Sessions Over 2 Months
$ 375
  • A strong financial beginning for young couples.
  • Establish a financial organization system
  • Create a spending plan for monthly and annual income and expenses
  • Develop a financial framework that can grow along with your family
  • Begin working toward your financial life goals
Find out More

Retirement Roadmap

3 Sessions Over 3 Months
$ 450
  • Enter retirement with greater clarity, confidence, and direction.
  • Clarify your retirement income and expenses
  • Define your retirement lifestyle and goals
  • Identify potential financial gaps
  • Create a plan for greater financial security
  • Consider your legacy and the future you want to leave behind
Find out More

We will find the Right Package for You

First step is a free 20-minute introductory meeting to learn about goals, answer questions, and match with the right coaching package/coach.

Scholarships are available to be discussed at the Introductory Meeting.

Sign Up Today

Standard Package

We usually assign this package when a family would like to:
  • Build a financial foundation that will give you clarity and organization 
  • Learn a proven system for managing finances
  • Work on closing a deficit 
  • Explore ways to increase income and decrease expenses 
  • Learn how to build a plan that includes monthly and annual income and expenses
  • Make a plan for becoming debt free
  • Build savings and investments into your plan 
Sign Up

Accelerated Package

We usually assign this package when a family:
 
  • Has little to no debt. 
  • Has income sufficient enough to cover monthly and annual expenses
  • Would like to get a financial foundation of clarity and organization
  • Would like to learn a proven system for managing finances
  • Build savings, life cycle goals, and investments into your plan 
Sign Up

Express Package

We usually assign this package when a family:
  • Has little to no debt. 
  • Has income sufficient enough to cover monthly and annual expenses
  • Already has a system for managing finances
  • Is seeking help with a specific goal 
  • Wants to build savings, life cycle goals, and investments into your plan 
Sign Up

Clarity Package

We usually assign this package for a family to:
  • Get started and see for yourself how the program benefits you
  • Start with lower cost, lower entry. 
  • Just focus on organizing their financial foundation 
  • Get a clear outcome of their monthly and annual picture
Sign Up

Progress Package

This package is only after completing a Clarity Package.
Build on the foundation of the Clarity package and make progress by:
  • Learn a proven system for managing finances
  • Work on closing a deficit
  • Explore ways to increase income and decrease expenses
  • Learn how to build a plan that includes monthly and annual income and expenses
  • Make a plan for becoming debt free
  • Build savings and investments into your plan
Sign Up

Starter Package

We usually assign this package when a family:
 
  • Is married 6 months – 3 years. 
  • Wants to build a financial foundation that will give you clarity and organization 
  • Wants to learn a proven system for managing finances monthly and annually 
  • Learn foundational financial concepts to set yourself up
  • Build savings, life cycle goals, and investments into your plan to maximize the young years
Sign Up

Retirement Roadmap

We usually assign this package when a family:
 
  • Wants to prepare for entering the Retirement Stage
  • Has at least some assets set aside for this stage
  • Would like help with planning for each of the 3 stages of Retirement
  • Create an organized plan for asset spend down
  • Strategize best Social Security claiming options
  • Plan for Long Term Care and Legacy 
Sign Up

Call : 845.414.8001

Email Us : thekey@rsk.org