Our 3-month quick start is where we get in, get it done, and get you going.
You walk away with a complete financial plan and total clarity on how to move forward on your finances.
💃🏽 Make real financial change and still live your life. 💃🏽
Nudge is perfect for you if:
Here's what's included:
$3,500 for individuals
$5,000 for couples and business owners
STRATEGY CALLS + FINANCIAL PLAN
NUDGE includes 4 strategy calls which will be held over 2 months (about 2 weeks apart) with some homework in between:
UNLIMITED EMAIL SUPPORT
NUDGE includes unlimited email support for the entire 3 months of your plan
Often, the hardest part about having a plan is making sure it all gets done. It's exciting and overwhelming all at once. While you know you're great at following through on tasks, sometimes you get stuck and despite your best intentions, it ends up never getting done.
We want to help you get unstuck while you have the momentum, so we want you to email us any and all of your questions for the next 3 months. Don't be shy, we're here to help.
LET US BE YOUR FINANCIAL ADVOCATES
NUDGE includes one financial advocate call within 3 months for when you're reeeallly stuck
Sometimes, the hardest part about getting your financial stuff done is knowing what to say to that financial institution on the phone or how to answer that weird question on an application. Now you have us on your side.
A huge part of the work we do and how we can serve you is to be your financial advocate. We'll get on the phone or do a video call as needed for things like:
- Talking to your student loan carrier or collections agency and asking all the right questions
- Finally opening that IRA
- FINALLY rolling over your old 401k(s)
- Making sure your 401k contributions and beneficiaries are set up properly
- Talking to your HR about your employer benefits
- Applying for a new credit card
- Navigating medical bills, FSA websites, etc.
- Helping you through the mortgage/home buying process
- Talking to your accountant about your tax planning needs (business structures, tax returns, SEP IRA contributions, weird IRS letters)
NUDGE is NOT for you if:
❌ You’re looking for financial planning advice by the hour
❌You’re looking for the next money “hack,” shortcut, hot investment tip, or tax loophole
❌ You want us to do all the work for you
❌ You’re not ready to unpack your financial baggage or talk about your relationship with money
❌ You don’t trust technology and don’t want to put all your information (or feelings!) in a website (even if it’s bank level encrypted)
❌ You never check your email (seriously, a lot of the work happens through email!)
❌ You want to meet in person regularly (everything is done virtually)