Money guidance for real life.

Money can be complicated, but working with us shouldn’t be. We take the time to listen to your goals, translate the numbers into plain language, and build a plan that fits your life, no cookie-cutter spreadsheets here.

Together, we’ll create simple steps that give you clarity, confidence, and a little more room to breathe.

Discovery Consultation

Complimentary | 30 Minutes

Not sure where to start? This complimentary consultation is an opportunity to discuss your goals, ask questions, and learn more about how Rise Budgeting can help. Together, we'll explore your current situation and determine the best next steps for your financial journey.

No judgment. No pressure. Just a conversation about where you are and where you'd like to go.

$49 | 60 Minutes

Sometimes the hardest part of managing money is knowing where to start. This one-on-one session is designed to help you understand your current financial situation, identify what's working, uncover areas for improvement, and create a roadmap for your next steps.

Together, we'll turn confusion into clarity and build a foundation for future financial success.

Financial Clarity Session

$99 | 90 minutes

Where does your money go each month? This session takes a deeper look at your spending habits, recurring expenses, and financial patterns using 60–90 days of statements.

Together, we'll identify what's working, uncover opportunities for improvement, and create a realistic spending plan that supports your goals, not someone else's.

Recommended for clients who are ready to build a realistic budget and gain a deeper understanding of their spending habits.

Budget & Spending Analysis Session

Financial Progress Check -In

$39 | 45 minutes

Financial progress is a marathon, not a race. This follow-up coaching session provides ongoing support, accountability, and encouragement as you work toward your financial goals.

We'll review what's working, discuss any challenges, celebrate your progress, and make adjustments to keep your plan aligned with your life and priorities.

4 Weeks | Starting at $149

Build clarity. Create a plan. Move forward with confidence.

This 4-week coaching package is designed to help you understand your finances, identify spending patterns, create a realistic budget, and develop a personalized plan to support your financial goals. Through education, guidance, and support, you'll gain the tools and confidence needed to make informed financial decisions.

Includes:

  • Discovery Consultation

  • Financial Clarity Session

  • Budget & Spending Analysis Session

  • Personalized Financial Confidence Plan

  • Email Support During the Program

  • Financial Progress Check-Ins

Financial Foundations Package

6 Weeks | Starting at $249

Build confidence. Create lasting habits. Stay on track.

This 6-week coaching experience is designed for individuals and families who want additional guidance and support while implementing their financial plan. Together, we'll work through challenges, track progress, make adjustments, and build habits that support long-term financial success.

Includes:

  • Everything in the Rise Financial Foundations Package

  • Additional Coaching Sessions

  • Extended Support Period

  • Progress Tracking

  • Budget Adjustments

  • Ongoing Guidance

  • Email Support During the Program

Financial Foundations Coaching Package

Ready to start planning together?

Send us a quick note, and we’ll reach out to schedule your complimentary consultation—let’s make your money work for you.