deep roots
FINANCIAL LIFE PLANNING
**deep roots financial life planning provides only financial coaching and education at this time. we do not sell insurance products, manage assets, or advise on specific investments**
Introduction and Consultation
Free
Up to 30 Minutes
The introduction and consultation meeting is the first step in the coaching process. It allows us to connect and review your current situation to determine the next steps in your financial coaching plan.
Comprehensive Financial Coaching
After the initial introduction and consultation video call, the recommended comprehensive coaching process will include a comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.
Providing personalized education and direction in your best interest requires a full understanding of your unique financial situation, opportunities, and desired outcomes. Nearly all financial decisions affect multiple planning areas and should not be considered in isolation.
Some of the most common areas of focus include:
-
Personalized Budget Creation
Build realistic, goal-driven spending plans based on income, expenses, and lifestyle.
-
Debt Reduction Planning
Develop strategies to pay off debt using methods like snowball or avalanche, while addressing emotional and spiritual roots of spending.
-
Savings Strategy Development
Assist in building emergency funds, sinking funds, and long-term savings plans.
-
Goal-Based Financial Planning
Support in setting and achieving financial goals—buying a home, growing a family, funding education, or planning for retirement.
-
Spending Analysis
Identify patterns and triggers behind spending behavior and offer tools to shift toward intentional choices.
establish your roots
3-Month Comprehensive Coaching Plan - $1,390
New relationships are encouraged to begin with a three-month comprehensive coaching engagement at a flat fee of $1,390 per household. Half of the cost ($695) is due upon the signing of our formal agreement letter, and the other half ($695) is due after the first 30 days. This plan provides up to four (4) hours per month for education, guidance, accountability, and support.
Clients who complete a comprehensive coaching engagement may choose to refine their action plan with ongoing updates at an hourly rate of $129/hr. Ongoing coaching focuses on preparation for surprises and potential storms helping you make proactive financial decisions as your action plan changes over time.
WEATHER THE STORMS
hourly coaching sessions
- $149/hr
Clients who only want to review specific topics on an as-needed basis can choose the hourly coaching option at an hourly rate of $149/hr.
Common topics include but are not limited to:
-
Financial education (banking, credit reports, identity theft, etc.)
-
Debt reduction
-
Creating a spending plan
-
Retirement and estate planning
-
Employer benefits and education
-
Saving/planning for major purchases (house, car, etc.)
-
Paying off student loans/paying for college
-
Building an emergency fund
Click HERE to schedule your Introduction and Consultation