INITIAL CONSULTATION (10 mins – FREE)
Virtual one-time complimentary ten minute consultation. We will listen to your question(s) and provide feedback.
COUPLES • FINANCIAL COUNSELING (FOUR SESSION SERVICE)
We tailor our sessions based upon the couple’s needs. We will hold a mixture of counseling, budgeting and credit sessions broken up into four separate sessions for 1-1.5 hour in duration.
CREDIT ANALYSIS (45 mins – $130)
This package is only available once every four months. For accountability purposes we offer follow up appointments for $15 each appointment. Clients are responsible to pull their free credit report from only one of the three major credit bureau agencies.
NET-WORTH GOAL SETTING (30 mins – $50)
30-minute discussion to understand personal financial goals and how to make your financial goals a reality plus an organic net-worth statement.
SPENDING PLAN (45 mins – $150)
One-month 45-minute financial counseling session to create your tailored spending plan.
CORPORATE & UNIVERSITY KEYNOTE SPEAKING
Financial stress and work performance have an inverse relationship. As financial stressors increase the cognitive ability decreases in terms of the ability to perform at 100% overall.
• Credit Management • Financial Bootcamp 1-on-1 • I See It, I Want It- Impact of Consumer Credit Management • Wealth Mindset Please contact me for additional details and to book Adrienne, as your next speaker.
SPENDING PLAN ADD-ON | plan updates (30 mins – $75)
Life happens! Within 30 calendar day purchase of Tailored WealthSaver Spending Plan a one-time 30-minute session to update your Tailored WealthSaver Spending Plan.