Book a Virtual Coffee Chat!

☕️ Pay-What-You-Can Virtual Coffee Chats

Bring your favorite cozy drink to the call and have a warm chat about your money with a financial planner and coach.

While our initial sessions have always been pay-what-you-can, we invite you to take that to heart during this uncertain time and truly pay what you feel you can afford at this time.

If you can afford to pay a little more for the Coffee Chat, we invite you to do so. You would be helping subsidize the cost for someone else who really needs the help and can't afford as much. 

Our goal is to help ease any financial anxiety and burden so you can concentrate on staying healthy and safe for you, your family, and your community.

 

COST

Our virtual coffee chats are initial sessions and pay-what-you-can.

These are one-on-one conversations.

WHY

Everyone deserves to have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.

We believe in people and we believe in access.

If you really need to talk to a financial planner, we don’t want you to think twice because of money. There is already enough shame around finances and too many barriers to entry when it comes to getting help.

If you can afford to pay a little more for the Coffee Chat, we invite you to do so. You would be helping subsidize the cost for someone else who really needs the help and can't afford as much.

Our Pay-what-you-can and sliding scale pricing go a step beyond equality - it allows us to create an equitable model that accounts for the inequitable financial systems we all have to live in.

Our Virtual Coffee Chat ☕️ is the beginning of a whole new relationship with your money.

You'll walk away with:

Clarify Your Goals

CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE

What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.

AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY

It's never just about the money. We spend time figuring out what your money personality is and talk about how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.

PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY

The nitty gritty. In our first Brunch, We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like:

Here's how it works:

1) Book your virtual coffee chat

It’s simple. The virtual coffee chat is pay-what-you-can. You choose a day and time and your fave cozy drink. In a relationship and ready to talk about money? Come together! We insist!

2) Tell us about you

When you book a time, you'll also get asked a series a questions to make our Coffee Chat as productive as possible. You can also share any burning questions you want to make sure we cover during our session.

3) The main event!

When we meet, we will explore your values around money and answer your burning questions. No need to take notes! You’ll get a email follow up with a recording of our chat, clarity on how to move forward with your finances, and options for how to keep working together.

4) Give your money momentum

Our Virtual Coffee Chat ☕️ is just the beginning. Join one of our ongoing programs and start making serious progress towards living the life you want to live. We'll be with you every step of the way to advise you, hold you accountable, and make sure you stay on track.

Ready for ongoing, one-on-one financial planning, coaching, and advocacy now?

If you're sure you'd like to work together on an ongoing basis, skip over to our ongoing services and we can get started right away on making some serious financial progress.