Pricing + Services

 
 

Problem Solution Results (PSR)Financial Coaching.

Discuss your personal finance issues/concerns/problems, identify practical solutions to achieve your goals and improve your cash flow, debt, other financial/money matters. 

Tier I-Cash Flow Management and Debt Payoff Plan and Coaching Sessions.- $597

Tier II- Cash Flow Management, Debt Payoff Strategy Plan, and Saving for Retirement and two Coaching Session.- $1097

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Specialty Retirement planning classes

Federal Employees Retirement System (FERS) Basic MasterClass and Workbook- $147 — This Online course is for Federal Employees that have one year  to 10 years of federal service.  This course will help you understand the FERS retirement program components, Social Security and Thrift Savings Plan.  Also, the course provides the employee with Income, Saving and Debt Strategies that you can implement now to prepare today for your long-term future.  (Workbook Purchase Separate Transaction).

Federal Employees Retirement (FERS) Signature Class and Workbook- $597. This Online course , How to Plan Your Exit and Transition Securely and Comfortably, is for Federal Employees that have 20, 30+ years, or eligible to retire. The class will provide in-depth information on FERS Retirement Program Components, planning your official exit date, calculating retirement income, retirement benefit deductions, financial, tax, Thrift Savings Plan (TSP), savings and debt elimination strategies.  This course will help you know that if, when and can you afford to retire on your chosen date. (Workbook Purchase Separate Transaction).

 

Cash flow expense planning

Business Owners, Entrepreneurs, and Network Marketers- $127. This Online Course teaches entrepreneurs  how to create systems to manage their revenue and expenses, planning for short-term and long-term, expenditures, and ensuring consistent monthly owner's salary.  This course will assure business owners can pay for their business and their business pays the owner consistently. 

Live Webinars/Workshops- Prices will vary based on Content and Length. These products can be found on the events page and online store for purchase with associated links. 

Financial Plan

Custom Financial Plan-$3500. One-On-One Coaching with the Money Strategist  for one year .  The collaboration will encompasses in=depth discussions to determine your financial goals and  develop and design your Financial Plan to meet your financial goals .  The plan will provide detailed analysis on savings,  debt payoff, retirement planning, insurance, taxes, estate planning, and my signature method--Priority Assignment Net Pay (PANP) that allows you to live comfortably and securely. The client will also receive a detailed outline of each financial category with current status, changes and future projections,  detailed analysis of all financial data, and step -by step instructions to achieve their financial goals.