Fifteen Minute Consultation
Perfect for individuals or families exploring financial coaching for the first time.
Curious about how we can support your financial goals? Start with a no-pressure 15-minute consultation to ask questions, share your concerns, and learn how our services can fit your needs.
One on One Financial Coaching
Designed for individuals or households.
Includes customized guidance, tools, and accountability
Whether you’re managing debt, rebuilding credit, budgeting smarter, or planning for the future, this session offers personalized support to help you take control of your money.
Financial Coaching Workshops
Audience: youth, adults, or families customized to your group’s needs
Presentation topics can be tailored in advance
Interactive and engaging group workshops focused on practical financial topics such as budgeting, credit, savings, and smart planning. Great for schools, churches, nonprofits, or community events.
Key Smart Plan Co LLC 