Individual & Families

  • If you’re serious about transforming your life, and know you need an accountability partner and guide to make it happen, this is for you. We’ll work together to figure out what’s most important to you (your Why), how you’ll put your money toward those things, and a step-by-step plan for you to get there. We meet every week for the first month so you can build consistent momentum week-after-week. Once your plan is in place (after week four) we’ll meet every two weeks. This helps you build the confidence to start taking control of your money, but still gives you that structured guidance, support and accountability.
  • This is for those who wish to continue working toward additional awesomeness after the Three-Month Coaching Program. Or if you are well on your way, just want a restart/reboot and reinforcement,This program is for you, A monthly pass gives you access to up 3 hrs of support and training per month. You renew as you deem Necessary The frequency of our meetings will depend on the support you need – some meet weekly, some twice-a-month, others once-a-month.
  • Need help with one thing in particular? Aren’t sure you’re ready to commit to an ongoing program? You can book one-off sessions at an hourly rate of $125/hr.- Book coaching Session Have a comprehensive one-hour meeting with one of The Journey financial concierge consultants . This is perfect for those who need personalized help with getting their finances back on track. These sessions are conducted in person at The Journey financial concierge’s offices, by phone or via Skype depending on what meets your needs.