Individual or Family 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 or Family 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 or Family 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
Other Services
Strategic Budget Planning
We create customized budgeting plans tailored to your income, goals, and lifestyle. Our experts help you track spending, boost savings, and make confident financial decisions with a clear, practical roadmap.
1 hr 30 min
Debt Management
Customized budgeting plans tailored to your income, goals, and lifestyle—helping you track spending, grow savings, and make confident financial decisions.
1 hr 30 min
Tax Preparation Services
Professional tax planning and preparation to minimize liabilities and maximize savings—making taxes accurate, compliant, and stress-free.
3 hr