Standard Startup

A 4-month program to start you on your journey to financial freedom. Each month will include a 60-minute in person or Zoom goal setting session and a 15-minute catch up call 2 weeks later. We’ll talk every other week.

This program costs $200 plus tax when billed monthly; you will receive a 10% Discount for booking 4 months at a time. The invoice must be paid before our first session. Fill out this form and I’ll respond within 48 hours to send your invoice and get our first session scheduled.

Not sure you’re ready? Click here to schedule a FREE CONSULTATION.

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Legal First and Last Name, "Preferred Name" (if any), Age
Legal First and Last Name, "Preferred Name" (if any), Age
Have you been through FPU?
Street Number and Name, City, State, Zip Code
Ok to text?
Do you have an irregular income?
Do you use a monthly budget?
Do you have an emergency Fund?
Are you currently investing for retirement?
Do you contribute to non-retirement savings?
Housing: Do you rent or own?
Are your payments current?
Do you have any vehicle loans?
Are you current on your payments?
How would you prefer to be billed?