The Epiphany Session is a one-time virtual meeting with your personal financial coach. We use this time to talk through your vision of financial freedom, your money fears/desires, & then set goals.
The Epiphany Session is for both Individuals/Couples &
Small Business Owners!
Our budget process is quite different & plus it WORKS! We define your life goals and use that as a guide for your financial plan. We also analyze how you spend your money & how you want your money to work for you in the future. (Your input is valuable & we together create a plan that you can live without having to sacrifice everything)
We design a plan to maximize your chance of Financial Success!
What's Included in your Epiphany Session
Here is our company Epiphany Session Terms & Conditions.
(*Note: This is for individuals or couples.*)
Individuals/Couples Session = only $249 for 90 minutes
(*Note: You receive both personal & business plans*)
Small Business Session = only $349 for 2 hours