Every engagement starts with the same comprehensive audit. The difference is how much implementation support you want — from a clear roadmap you execute yourself, to fully done-for-you.
The full picture. Every gap identified. A clear roadmap to capture it.
A comprehensive 90-minute deep-dive into every area of your finances. I analyze your credit cards, cash flow, subscriptions, real estate situation, and debt structure — then deliver a personalized report with specific action steps and dollar amounts. You implement it yourself with a complete roadmap and a follow-up call.
For people who want accountability to make sure savings are actually captured — not just identified.
Everything in the audit, plus ongoing guidance throughout implementation. Audit-only clients implement about 40% of recommendations. Coaching clients implement 85%+. The difference is accountability. I stay with you through every step — answering questions, troubleshooting, and adjusting as life changes.
For people who want their finances fully optimized — without spending time doing it themselves.
I handle 90% of the implementation for you. Credit card applications, account transfers, bill negotiations, subscription audits, and monthly monitoring. You review and approve — I execute. Designed for busy people who know they'll never get around to doing it themselves.
Data-driven deal analysis and strategy for active and aspiring real estate investors.
Whether you're analyzing your first rental property or scaling an existing portfolio, this service gives you the analytical framework and personalized guidance to make confident, numbers-backed investment decisions.
If I don't identify at least $1,000 in annual savings opportunities during your audit, I refund your fee in full. No questions asked. Most clients find significantly more — but if I can't find meaningful value in your situation, you pay nothing.
| Feature | Audit · $297 | Coaching · $197/mo | Done-For-You | Real Estate |
|---|---|---|---|---|
| 90-min audit call | ✓ | ✓ | ✓ | — |
| Personalized report | ✓ | ✓ | ✓ | ✓ |
| Credit card optimization | ✓ | ✓ | ✓ | — |
| Cash flow & subscriptions | ✓ | ✓ | ✓ | — |
| Ongoing coaching calls | — | ✓ 2x/month | ✓ Quarterly | ✓ Monthly |
| Implementation support | You do it | Guided | ✓ Done for you | Guided |
| Ongoing monitoring | — | ✓ | ✓ | ✓ |
| $1,000 guarantee | ✓ | ✓ | ✓ | — |
| Best for | Any income level | Any income level | Busy individuals | Investors |