b&b Menu of Services

12-Month Financial Planning, Coaching, & Advocacy Program
DO YOU NEED:
Help organizing your entire financial life?
To build a personalized Recipe for Wealth?
Monthly 1-1 accountability, coaching, and action plans?
A personal financial advocate on your side?
To stop using Google for financial advice?
Real-time advice and action steps for when life happens and plans change?
(for biz owners) To get your business finances running like a machine?
3-Month Financial Planning Quick-Start
DO YOU NEED:
Someone to “check your work” and do a complete financial review?
To build a personalized Recipe for Wealth?
A detailed list of financial action steps for you to implement?
Financial advocacy guidance?
3 months to ask a financial planner anything and everything?
A solid financial foundation to prepare for unexpected life events?
(for biz owners) Advice on structuring your business?
Cohort-Based Financial Planning & Coaching
DO YOU NEED:
Guidance and community to help you move forward on your finances?
An outline for you to build a personalized Recipe for Wealth?
Group accountability and coaching on a monthly basis?
Education on how to be your own financial advocate?
To stop using Google for financial advice?
A coach to facilitate getting your financial sh*t done?
(for biz owners) Advice and accountability for building your business?

Schedule a FREE Quick 15 to chat with one of our team members on which service is the right fit for you.

You’ll also get the tea on how your money personality affects your wallet.