Subscriptions
Our subscription plans are designed to provide consistent support, accountability, and guidance as you work toward your financial goals. Each plan includes personalized one-on-one coaching sessions conducted virtually through Zoom, where we focus on your priorities, whether that is budgeting, debt management, savings, credit, retirement planning, or overall financial confidence. Subscriptions are ideal for clients who want ongoing progress, regular check-ins, and a trusted partner on their financial journey.
Steady Roots
A monthly subscription created to guide and support your financial journey through consistent, personalized care. Each month, you will receive a 60-minute one-on-one counseling session focused on your specific goals, whether you want to strengthen your budget, manage debt, or plan for the future. You will also gain access to monthly group coaching calls on rotating financial topics, a library of budgeting and credit resources, and monthly accountability email check-ins to help you stay on track. Every quarter, you will complete a self-assessment to reflect on your progress and adjust your plan as your financial situation evolves.
Branch out
A subscription designed for those seeking more personalized financial support and consistent guidance. Each month includes two 60-minute one-on-one coaching sessions focused on budgeting, debt management, credit improvement, or investing fundamentals. Subscribers receive a customized action plan, priority email support, and access to exclusive workshops that deepen financial understanding. You will also gain a shared accountability tracker to help monitor progress and a quarterly goal reset to review achievements and adjust plans for continued growth.
Oak Elite
A premium subscription offering comprehensive, high-touch financial guidance for those ready to make lasting progress. This plan includes weekly one-on-one coaching sessions for in-depth support with money management and long-term financial planning. Subscribers receive a fully customized financial roadmap, unlimited email and text support, and an annual financial review to ensure continued growth. Additional benefits include priority scheduling, VIP access to all workshops and exclusive mastermind sessions, and monthly accountability challenges designed to keep you motivated and achieving results.
Stand Alone Appointments
For clients who prefer individual sessions, we offer focused one-on-one appointments conducted virtually through Zoom. You can choose between 60-minute or 120-minute sessions, each designed to provide clarity and actionable steps in the areas that matter most to you:
Basics of Finance
Investing for Beginners
Debt Management
Credit Repair
Simple Budgeting
Retirement Preparation
Couples and Money
