Our Services

Free 30-Minute Introduction

Do you want to feel confident in your financial decisions and spend guilt free?

Take 30 minutes out of your day to see if we can help put you on a path to financial success. We look forward to hearing from you!

3 Month Money Revamp

Redesign your financial life.

Includes:

  • Personalized spending evaluation and line item breakdown of monthly and non-monthly expenses to determine how much your life costs
  • Three monthly coaching sessions* (90 minute) with all access to communication and encouragement along the way
  • Evaluation of savings goals and recommendations for optimization
  • Recommendations for prioritization of debt payoff and opportunities for reduction in lifestyle costs
  • Discounts on other Mindful Cents services

*Available virtually or in person

Budget Analysis + Financial Consultation

  • Personalized spending evaluation and line item breakdown of monthly and non-monthly expenses to determine how much your life costs
  • One coaching session (90 minutes – virtual or in person)
  • Evaluation of savings goals and recommendations for optimization
  • Recommendations for prioritization of debt payoff and opportunities for reduction in expenses

BYOBudget Financial Review Session

  • One coaching session (90 minutes – virtual or in person)
  • Evaluation of savings goals and recommendations for prioritization and tax optimization
  • Recommendations for prioritization of debt payoff and opportunities for reduction in lifestyle costs

Tax Preparation

  • Timely and accurate preparation of your federal (and state, when applicable) tax return
  • Price to be determined based on complexity of tax situation
  • Discount provided when added to the 3 Month Money Revamp

Financial Consulting

  • Customized one-on-one review of various financial topics including: tax planning & optimization, estate planning, college planning, rental real estate, credit card rewards, investment strategy (we are not investment advisors), and more
  • Price to be billed hourly based on time required for research, materials and consultation
  • Discount provided when added to the 3 Month Money Revamp, Budget Analysis or BYOBudget programs

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