But first book your discovery call...
Is It Time for Your Financial Breakthrough
If you haven’t booked your free 30-minute call yet, it’s time! During this call, we’ll discuss your goals, financial challenges, and how TFS can support you. This is a no-obligation opportunity to gain clarity and explore solutions tailored to your needs. Don’t wait to transform your financial future—schedule your call today. Click below to book your free discovery call now!
Monthly Membership
Tailored for clients seeking ongoing support and guidance in managing their finances, the Monthly Memberships service offers consistent access to expert financial advice to help you stay in control of your finances and achieve your long-term goals.
Minimum Commitment: 3 months
ADDITIONAL BENEFITS:
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Personalized Advice and Support: Receive ongoing, tailored advice for your financial decisions and challenges.
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Unlimited Communication: Enjoy unlimited access to your coach via text or email for support and financial advice throughout the membership.
WHAT'S INCLUDED:
Individual
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Initial Virtual Call: A 90-minute virtual call to thoroughly assess your financial situation, set goals, and create a personalized financial strategy.
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Monthly Check-ins: 60 minutes monthly sessions to review your finances, assess progress, identify areas for improvement, and provide tailored coaching to keep you on track.
Young adult
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Age: 18–26
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Initial Virtual Call: A 90-minute virtual call to thoroughly assess your financial situation, set goals, and create a personalized financial strategy.
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Monthly Check-ins: 60 minutes monthly sessions to review your finances, assess progress, identify areas for improvement, and provide tailored coaching to keep you on track.
Couple
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Who: Dating, engaged, or married
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Initial Virtual Call: A 2 hour virtual call to thoroughly assess your financial situation, set goals, and create a personalized financial strategy.
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Monthly Check-ins: 60 minutes monthly sessions to review your finances, assess progress, identify areas for improvement, and provide tailored coaching to keep you on track.
Enrollment Fee: $200
Monthly Fee: $99
Enrollment Fee: $150
Monthly Fee: $60
Enrollment Fee: $250
Monthly Fee: $175
Stewardship Session
Tailored for individuals who want to take control of their finances holistically. With services tailored to each client's unique financial goals and circumstances, this package helps align financial goals, manage money effectively, and build a healthier mindset around finances. Whether you need assistance to manage your income, or learn the basics of credit and investing, we’ll customize a plan to fit your needs.
WHAT'S INCLUDED:
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Initial Virtual Call: The initial service will be a 90 minutes virtual call, where we’ll discuss your financial situation, needs, and goals in detail.
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Follow-Up Virtual Call: A 60 Minutes follow-up virtual call will be scheduled 4-6 weeks after the initial service to assess your progress and provide ongoing support.
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Money Management & Better Ways to Save
Focuses on developing effective saving, budgeting, and spending strategies while improving your mindset around money for long-term financial health. -
Credit Analysis & Education
Provides a thorough credit analysis and education on maintaining and improving your credit score, and responsibly navigating credit options. -
Basic Investment Portfolio Overview
Offers beginners a foundational understanding of investment options, helping them make informed decisions and grow your wealth gradually.
Price: $399
Couple Stewardship Session
Tailored for couples, whether dating, engaged, or married—who want to take control of their finances holistically. With services tailored to each client's unique financial goals and circumstances, this package helps align financial goals, manage money effectively, and build a healthier mindset around finances. Whether you're merging finances, managing income, or learning the basics of credit and investing, we’ll customize a plan to fit your needs.
WHAT'S INCLUDED:
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Initial Virtual Call: The initial service will be a 2 hours virtual call, where we’ll discuss your financial situation, needs, and goals in detail.
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Follow-Up Virtual Call: A 60 Minutes follow-up virtual call will be scheduled 4-6 weeks after the initial service to assess your progress and provide ongoing support.
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Merging Finances Strategy for Engaged or Married Couples
This service helps engaged or married couples develop a strategy to work together on finances, ensuring both partners are aligned for a healthy financial future. -
Financial Strategies for Dating Couples
This service helps dating couples create a financial strategy that aligns with their goals and strengthens their relationship. -
Money Management & Better Ways to Save
Focuses on developing effective saving, budgeting, and spending strategies while improving your mindset around money for long-term financial health. -
Credit Analysis & Education
Provides a thorough credit analysis and education on maintaining and improving your credit score, and responsibly navigating credit options. -
Basic Investment Portfolio Overview
Offers beginners a foundational understanding of investment options, helping them make informed decisions and grow your wealth gradually.
Price: $455
Provision Session
Tailored for individuals aged 18–26, the Provision Package is designed for those preparing for significant life transitions, such as moving out on their own, relocating to a new city or state, or stepping into financial independence after college. As part of this package, you’ll receive a customized budget planning spreadsheet to help track your income, expenses, and savings goals. This essential tool will support your financial control and success during any major life transition.
WHAT'S INCLUDED:
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Initial Virtual Call: The initial service will be a 90 minutes virtual call, where we’ll discuss your financial situation, needs, and goals in detail.
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Follow-Up Virtual Call: A 60 Minutes follow-up virtual call will be scheduled 4-6 weeks after the initial service to assess your progress and provide ongoing support.
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Moving Out on Your Own or Relocating
Whether you’re leaving your parents’ home or relocating to a new city/state, this service equips you with financial strategies to manage expenses, plan for moving costs, and create a budget that ensures a smooth transition. -
Financial Wisdom for Recent Graduates
Fresh out of college and starting your financial journey? This service provides key financial education to help you budget, save, manage debt, and make informed decisions, setting you up for long-term financial success. -
Money Management & Better Ways to Save
Focuses on developing effective saving, budgeting, and spending strategies while improving your mindset around money for long-term financial health. -
Credit Analysis & Education
Provides a thorough credit analysis and education on maintaining and improving your credit score, and responsibly navigating credit options. -
Basic Investment Portfolio Overview
Offers beginners a foundational understanding of investment options, helping them make informed decisions and grow your wealth gradually.
Price: $145
Frequently Asked Questions
What is financial coaching?
Financial coaching is a personalized, action-oriented process designed to help you take control of your finances, achieve your financial goals, and build a sustainable plan for your future. As a coach, I work alongside you to assess your current financial situation, identify goals, and provide the tools, strategies, and accountability you need to succeed. This isn’t just about numbers—it’s about building confidence and creating healthy financial habits that last.
What can I achieve in 3 months?
In 3 months, you can make significant progress toward financial clarity and control. Here’s what you can expect:
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A Customized Financial Plan tailored to your needs and goals.
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Improved Budgeting and Spending Habits to help you manage your money more effectively.
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Debt Reduction Strategies to help you tackle your debt with confidence.
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Accountability and Motivation to stay on track.
By the end of the 3 months, you’ll have a clear roadmap, measurable results, and the tools you need to continue making progress independently.
How is this different from a financial advisor?
While financial advisors typically manage your investments, recommend financial products, or focus on wealth management, financial coaching is more hands-on and educational. I guide you in understanding your finances, creating a personalized budget, paying down debt, and reaching financial goals. My role is to empower you with the knowledge, habits, and mindset you need to make informed decisions about your money. I don’t sell financial products or manage investments—I focus on helping you build a strong financial foundation.
Who are your services for?
Our services are tailored for young adults, individuals, and couples—whether dating, engaged, or married—who are ready to take control of their finances. Whether you're just starting out, managing life transitions, or striving for financial freedom, we’re here to help.
Do I need a certain income to start?
Not at all! Financial coaching is for everyone, no matter your income level. You don’t have to wait until you’re “making bank” to start building smart financial habits. The sooner you start, the better positioned you’ll be for long-term success.
What is the recommended service?
The Monthly Membership is highly recommended. It allows us to work together consistently to address any financial issues, help you grow, and ensure you’re on track. With a monthly plan, you’ll receive personalized guidance, ongoing learning, and the ability to reach out anytime throughout your membership.
What is included in each package?
Each package is uniquely tailored to your needs. They include personalized sessions, actionable plans, and tools to help you budget, save, get out of debt, and achieve your goals. Some packages also include follow-ups, ongoing support, or specialized tools for couples and young adults.
Why should I choose TFS?
At TFS, we’re not just about numbers—we’re about empowering you to understand and manage your finances confidently. Our approach is personalized, faith-inspired, and designed to educate you to eventually manage your finances independently. We tailor our strategies to fit your unique lifestyle and values.