Pricing options
Plans and pricing
Each financial coaching sessions is 60 minutes long and guided by Certified Financial Planner®, Jimmy Murphy.
Financial Strategy Session
$299
1 Financial Coaching Session
If you already have a budget and save on a regular basis, but need help prioritizing multiple financial goals and developing a clear plan to achieve those goals—this coaching session is for you!
In this coaching session we will:
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Review your current financial situation and goals
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Identify challenges and pain points associated with achieving your goals
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Map out a personalized action plan to balance your emergency fund, savings, debt, retirement, and investing goals
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Provide access to the Financial Toolkit (a collection of financial calculators, budgeting tool, and goal organizer)
3 Month Cashflow Program
$599
3 Financial Coaching Sessions
If you struggle creating and sticking to a monthly budget, paying down debt, saving for the future, or prioritizing multiple financial goals—this 3 month coaching program is for you!
In these coaching sessions we will:
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Review your current financial situation and goals
-
Identify challenges and pain points associated with achieving your goals
-
Map out a personalized action plan to balance your emergency fund, savings, debt, retirement, and investing goals
-
Give access to the Financial Toolkit (a collection of financial calculators, budgeting tool, and goal organizer)
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Create a customized budget that suits your needs and goals
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Provide methods and strategies for sticking to your budget and organizing your finances
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Implement the Automated Budget System - Automate your spending and savings, making it effortless to stick to your budget
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Help get both partners on the same page with financial goals and budget
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Track spend, saving and net worth progress and address challenges in implementing the plan
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Provide 3 months of email support for additional questions plus scheduled checkpoints to encourage accountability and progress
"Since working with Jimmy I feel more confident surrounding my finances. He has helped me create a budget that works for my lifestyle as well as helped me create long term saving goals. I've put these into action immediately and already see a difference! It's great knowing that there is someone I can talk to about my financial goals and help me grow my savings for the future. Jimmy is friendly and has a great approach on how to help you stay on track with your finances. He has created fun videos and easy to use spreadsheets that make it SO easy to stay on track.
I highly recommend Jimmy to anyone with financial concerns or anyone who wants to start saving for the future. You won't be disappointed!"