Coaching
Pricing
Clear packages based on the 3-phase path. Start with a free discovery call. Payment details are provided only if we decide to move forward with a package - not listed on this site.
Discovery Call
15-20 minutes · Virtual
A short, no-pressure conversation to confirm fit. We briefly discuss your goals, whether coaching is the right next step, and which package makes sense if you decide to continue.
- Confirm goals and fit
- No obligation to continue
- Payment details shared only if you choose a package after the call
Clarity Path
Phases 1 & 2
For people who want clarity and a written strategy they can own and execute. You leave with a map - not ongoing dependency.
- Phase 1: Clarity Conversation (virtual session focused on goals and high-level picture)
- Phase 2: Your Written Path - a prioritized strategy from where you are to where you want to be
- Guidance on using free tools and checklists on this site
- One follow-up email for clarifying questions on the written path
Full Path
Phases 1, 2 & 3
For people who want the written path plus structured accountability while they execute. Ownership stays with you; support is there when you need it.
- Everything in Clarity Path
- Phase 3: 4 execution check-in sessions over ~8-12 weeks
- Progress review against your written path
- Accountability and course-correction as you do the work
- Email support between sessions for path-related questions
Execution Support Only
Phase 3 · For those who already have a written path
Already completed Clarity Path (or have a clear plan from elsewhere) and want accountability while you execute? This add-on provides structured check-ins without repeating Phases 1 and 2.
- 4 virtual check-in sessions
- Focus on progress, obstacles, and next actions
- Available after Clarity Path or by agreement if you already have a solid plan
What coaching includes
- Goal clarity and prioritization
- A written, practical strategy
- Accountability and teaching-style guidance
- Use of free tools and education on this site
What coaching does not include
- Investment product recommendations
- Portfolio management or ongoing advisory
- Tax, legal, or insurance advice
- Someone else doing the work for you
How packages map to the 3 phases
| Phase | Clarity Path | Full Path | Execution Only |
|---|---|---|---|
| 1 · Clarity Conversation | - | ||
| 2 · Written Path | - | ||
| 3 · Execution Support | - |
How payment works
Package prices are listed here for clarity. Payment details (such as PayPal or Venmo) are not posted on this website. After a discovery call, if we both agree a package is a good fit, you will receive payment instructions privately. That keeps the focus on fit first - and avoids public payment links.
Pricing FAQ
Is the discovery call really free?
Yes. It is a short conversation to confirm goals and fit. There is no charge and no obligation to buy a package.
How do I pay?
Payment details are shared privately after the discovery call, once you decide to move forward with a package. Options typically include PayPal or Venmo. Public payment handles are not listed on this site.
What is the difference between Clarity Path and Full Path?
Clarity Path covers Phases 1 and 2: a goals-focused conversation and a written strategy you can execute on your own. Full Path adds Phase 3: structured check-in sessions and accountability while you implement the plan.
Who is Execution Support Only for?
People who already completed Clarity Path, or who already have a clear written plan and only want accountability while they execute. It does not include a new Clarity Conversation or a new Written Path.
Can I pay in installments?
Sometimes, by agreement. If a payment plan would make a package workable for you, mention it on the discovery call. Any plan is confirmed in writing before work begins.
What if I am not sure which package fits?
Start with the free discovery call. Part of that conversation is choosing the lightest package that still meets your goals. Many people begin with Clarity Path and add Execution Support later if they want it.
Do you offer refunds?
Discovery calls are free. For paid packages, refund policy is confirmed when you enroll. In general, work already delivered (for example, a completed Written Path) is not refundable; unused future check-in sessions may be handled case by case.
Is this financial or investment advice?
No. This coaching is educational and accountability-focused. It is not financial, investment, tax, or legal advice. You remain responsible for your own decisions. For advice specific to your situation, consult qualified professionals.
Not sure which package fits? Start with a free discovery call. Payment details come only if we move forward together.
This coaching is educational and accountability-focused. It is not financial, investment, tax, or legal advice. You remain responsible for your own decisions. Prices are listed in USD and may be updated; confirm current pricing during your discovery call.