Individual Stream Package
Start strong with personalized budgeting tools and one-on-one coaching to build lasting financial habits.
Valid for 3 months
- 1-on-1 bi-weekly budget meetings
- Meet with us anytime for advice and coaching
- Excel workbook for hands-on budget planning
- Monthly one hour group sessions
Individual River Package
Gain momentum with combined budgeting and debt management strategies for deeper financial progress.
Valid for 6 months
- Everthing in the Individual Stream Package +
- 1-on-1 monthly debt management meetings
- Excel workbook for hands-on debt management planning
- Monthly one hour individual coaching sessions
- Access to premium resources, seminars & workshops
Individual Cascade Package
Experience full support with budgeting, debt management, and professional tax preparation services.
Valid for 12 months
- Everything in the Individual Stream & River Package +
- Complete year-end tax return processing, assessment & review
Family Stream Package
Set your household on the right path with tailored family budgeting and financial education.
Valid for 3 months
- 1-on-1 bi-weekly budget meetings
- Meet with us anytime for advice and coaching
- Excel workbook for hands-on budget planning
- Monthly group coaching sessions
Family River Package
Build stability with budgeting and debt management designed for families working toward shared goals.
Valid for 6 months
- Everything in the Family Stream Package +
- 1-on-1 monthly debt management meeting
- Excel workbook for hands-on debt management planning
- Monthly family coaching sessions
- Access to premium resources, seminar and workshops
Family Cascade Package
Comprehensive family financial care — budgeting, debt solutions, and tax preparation in one plan.
Valid for 12 months
- Everything in the Family Stream & River Package +
- Complete year-end tax return processing, assessment & review
Other Services
Strategic Budget Planning
Available Online
Every dollar counts; Let’s find out where it goes
1 hr 30 min
Debt Management
Available Online
Take Control of Your Debt for Financial Freedom
1 hr 30 min
Tax Preparation Services
Available Online
We can maximize your taxe return and ensure completeness
3 hr