Planning Today For Your Financial Wellness Tomorrow

Enhance your financial clarity and achieve success with our personalized financial coaching services in Pinellas County, Florida.
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We offer personalized financial coaching for clients and couples who need additional guidance. 

Money is one of the leading sources of stress in relationships- not because couples don't care, but because they've never had a shared plan. That's excatly what we build together.

''Coaching''

Couples Coaching Plans

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Couples Onboarding Assessment

$85 per couple

All new couples begin with a one time joint financial assessment- a deep dive into your combined income, expenses, debts, and goals. This gives us the complete picture of we need to build a plan that actually fits your life together. The onboarding fee is seperate from your monthly coaching rate and applies to all three tiers.

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Weekly Intensive

$125 per hour every week

For couples ready to make serious, fast progress on their financial life.

  • Four 60 minute sessions per month
  • Full joint financial assessment
  • Custom budget + debt elimination plan
  • Weekly accountability & habit building
  • Session recaps + shared action plans
  • Priority scheduling
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Bi-Weekly Sessions

$135 per hour every two weeks

The sweet spot- Stead momentum without week to week intensity.

  • Two 60 minute joint sessions per month
  • Joint financial assessment + budget build
  • Debt payoff + savings road map
  • Bi-weekly accountability check-ins 
  • Session recaps + shared action plans
  • Mid-contract progress review
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Monthly Check-In

$150 per hour once per month

For couples who have a foundation and need additional guidance.

  • One 60 minute joint session per month
  • A personalized budget review
  • Debt reduction strategy
  • Goal setting & milestone tracking
  • Session recap + action items

Expert Guidance on Money Management

Empower your financial future with expert coaching – tailored strategies for effective money management and long-term success.
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Couples Budget Consulting

Strengthen your financial partnership with personalized coaching. Schedule a session now for expert guidance and collaborative planning.

Get in touch

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Hours of Operation

Mon

08:00 AM05:00 PM

Tue

08:00 AM05:00 PM

Wed

08:00 AM05:00 PM

Thu

08:00 AM05:00 PM

Fri

08:00 AM05:00 PM

Sat
Closed
Sun
Closed