The Newlyweds Plan $449

  • You receive 3 - 60 minute sessions within 4 weeks and two “check ins”:

    • Build long-lasting practices.

    • Reveal your expectations and dreams.

    • Explore your spending and saving habits.

    • Choose how you will manage money & your preferred tool.

    • Gain basic money know-how like managing cash flow, and understanding credit, loans, and mortgages.

    • Your questions about managing risk, should one of you have an accident or untimely death, will be answered.

    • COVID RELIEF: Select a package & make 3 payments not 1 lump sum.

Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,

$150 for a 90 minute session

Email or

call 250.306.1256 to book your

Free 30-minute Discovery Conversation

We want to ensure this is the right process & fit. 

For an appointment email: 

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