We take 5 new clients per month to make sure you get the attention you need to fully support your financial journey
Reserve your spot for MARCH 2021 now!
Our 3-month intensive 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 how we'll work together:
Let's get in!
NUDGE includes 4 strategy calls which will be held over 2 months (about 2 weeks apart) with some homework in between:
Let's get you going!
NUDGE includes 30 days of unlimited email support following the 4 strategy calls
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 30 days. 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 by being on the phone with you and making sure we ask all the right questions to your student loan carrier or debt collector or doing a screen share together to finally open that IRA or apply for a new credit card.
Here's what's included:
$2,500 for individuals
$3,500 for couples and business owners
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)