Rooted Financial Wellness

Services

If you need the practicality of one single deep dive to set you up with tangible takeaways, yet with the in depth approach of one-on-one coaching.

- Money mindset exploration & emotional check-in
- Collaborative budget build in YNAB (free trial included)
- Personalized action plan & session notes
- One follow-up email within 48 hours

*All sessions are on a sliding scale, cost listed is the mid-point. This sessions range is $150 – $350, as always choose what honestly fits your reality. There's no difference in the care or quality of coaching at any point on the scale.

Branching - Deep Dive Session

3 hrs$300

If you already feel grounded in your finances, are on top of budgeting, but want to tackle other areas you've been scared to in the past, this in depth single session is for you!

- Emotion-first exploration of your relationship with money areas you've avoided or want to understand
- Financial goals mapping: where do you want to be in 1, 3, 5 years?
- Deep dive into 1–2 focus areas of your choice: credit strategy, tax-advantaged accounts, savings goal planning, and more
- Personalized action plan & curated resource list
- One follow-up email within 48 hours

*All sessions are on a sliding scale, cost listed is the mid-point. This sessions range is $150 – $350, as always choose what honestly fits your reality. There's no difference in the care or quality of coaching at any point on the scale.

Rooting - 3 Month Accountability Bundle (Initial Session)

3 hrs$675

Financial habits won't just change overnight. One-on-one sessions over the course of three months will help ensure the plan we build sticks. Rooting sessions include everything in Grounding, plus:

- 12 weekly accountability check-ins
- 3 monthly re-evaluation sessions
- Unlimited email support

*All sessions are on a sliding scale, cost listed is the mid-point. This sessions range is $400 – $850, as always choose what honestly fits your reality. There's no difference in the care or quality of coaching at any point on the scale.

Flourishing - 6 Month Accountability Bundle (Initial Session)

3 hrs$925

Financial habits won't just change overnight. One-on-one sessions over the course of six months will help ensure the plan we build sticks. This bundle is for those looking to start making progress towards medium and long term financial goals. Flourishing sessions include everything in Rooting, plus:

- 3 additional monthly re-evaluation sessions
- Savings & goals optimization session
- 6 months of unlimited email support

*All sessions are on a sliding scale, cost listed is the mid-point. This sessions range is $550 – $1,200, as always choose what honestly fits your reality. There's no difference in the care or quality of coaching at any point on the scale.

Community Garden - 3 Month Accountability Bundle (Initial Session)

2 hrs$225

Financial habits won't just change overnight. One-on-one sessions over the course of three months will help ensure the plan we build sticks.

The Community Garden bundle is a discounted version of the Rooting Bundle, current students, recent graduates (within 3 years), and anyone working at a nonprofit or community organization are eligible:

- 2-hour focused deep dive including collaborative budget build in YNAB (access included)
- 6 weekly accountability check-ins
- 1 mid-point 30-minute re-evaluation session
- Unlimited email support

*All sessions are on a sliding scale, cost listed is the mid-point. This sessions range is $150 – $250, as always choose what honestly fits your reality. There's no difference in the care or quality of coaching at any point on the scale.

Rooting or Flourishing Follow-Up (Monthly Sessions)

30 minsFree

Coach

About

Budgeting isn't just about numbers. It's about your story, your values, and understanding the systems designed to keep us confused. I help you reclaim your financial power with clarity and compassion.

rootedfinancialwellness@gmail.com

https://rootedfinancialwellness.com/

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