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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Coaching | One-on-One Coaching |
$100 - $150
Call to Book
|
Coaching Intensive Package |
$500 - $800
Call to Book
|
|
Family Financial Planning |
$200 - $300
Call to Book
|
|
Retirement Planning | Retirement Savings Strategy |
$150 - $250
Call to Book
|
Investment Path Mapping |
$200 - $300
Call to Book
|
|
Pension Planning Consultation |
$100 - $200
Call to Book
|
|
Investment Guidance | Personal Investment Strategy |
$150 - $300
Call to Book
|
Self-Directed Investment Coaching |
$100 - $200
Call to Book
|
|
Investment Fee Analysis |
$100 - $150
Call to Book
|
|
Budgeting Assistance | Monthly Budget Setup |
$80 - $120
Call to Book
|
Cash Flow Management |
$100 - $150
Call to Book
|
|
Debt Reduction Planning |
$100 - $150
Call to Book
|
|
Life Insurance Review | Policy Assessment |
$100 - $150
Call to Book
|
Coverage Recommendations |
$150 - $200
Call to Book
|
|
Beneficiary Planning |
$100 - $150
Call to Book
|
|
Goal Setting for Financial Future | Short-Term Financial Goals |
$80 - $120
Call to Book
|
Long-Term Financial Objectives |
$150 - $200
Call to Book
|
|
Dream Mapping and Action Planning |
$100 - $150
Call to Book
|
|
Educational Workshops | Financial Literacy Workshops |
$50 - $100
Call to Book
|
Investment Basics Seminar |
$40 - $80
Call to Book
|
|
Retirement Preparation Workshop |
$60 - $100
Call to Book
|
|
Creation of Financial Plans | Comprehensive Financial Plan |
$300 - $500
Call to Book
|
Customized Financial Strategy |
$150 - $300
Call to Book
|
|
Annual Financial Review |
$100 - $200
Call to Book
|
|
Tax Planning Guidance | Tax Strategy Session |
$100 - $200
Call to Book
|
Pre-Tax Season Review |
$80 - $120
Call to Book
|
|
Tax Reduction Strategies |
$150 - $250
Call to Book
|
Financial Independence for an Exhilarating Life Full-service financial planning and coaching for fearless families.
 
Chris is outstanding at financial coaching. Many customers rave about how he has transformed their lives through financial planning, investing and budgeting. He has a supportive and non-judgmental attitude, creating the ideal space for clients to openly share their money worries and fears. Most clients admitted that they did not know much about their finances before they worked with Chris, but he simplified everything. His methods are customized and built around the life of his clients, which many appreciate. He does not discriminate who he assists and in nearly all the reviews, people have noted his individual attention. Chris also works with clients to map out a future plan that they are happy and feel comfortable with. This is seen in the number of people who think that working with Chris has increased their confidence and given them control of their money. His clients have come out confessing that they have managed to invest and plan for their futures, making them feel secure and proud. A lot of these clients have also pointed out that much of the progress they made was due to his accountability. One client spoke about how after engaging in financial coaching, they changed their perspective about spending money and even addressed long-term dreams and works towards achieving them. Chris talks on a personal level, ensures that all your questions about your finances are answered and lets you relax after your meeting.
 
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