Community Lifeline
FREE
For organizations and communities building financial confidence together.
- 15-minute one-on-one review of survey results and a path forward
- 30–60 minute in-person speaking in Southern Maryland or virtual nationwide
- Non-profit organizations
- High school students
- College campuses
- Community organizations
- Veteran organizations / military bases
- Churches
Start Free Assessment
Momentum Monthly
$29.99/month
Cancel anytime. Enhanced survey tools with sign-in required.
- Enhanced Financial Clarity Check — identifies applicable reminders
- Download reminders and add to your calendar
- Access to online courses
- One 30-minute finance analysis session with our coach
- Review survey results together
- Survey must be completed before scheduling your session
Subscribe — Coming Soon
Popular choice
Quarterly Compass
$54.99/quarter
Everything in Community Lifeline, plus guided monthly sessions.
- Everything in Community Lifeline
- Access to online courses
- 30-minute monthly coaching sessions (3 per quarter)
- Session 1: Survey results and follow-up actions
- Session 2: HR benefits call findings and leverage plan
- Session 3: Expense renegotiation findings and where to divert savings
Subscribe — Coming Soon
Steady Path Annual
$99.99/year
Everything in Momentum Monthly at a slower, year-long pace.
- Everything in Momentum Monthly
- Access to online courses
- Six bi-monthly 30-minute sessions across the year
- First 3 sessions follow the Momentum Monthly script
- Sessions 4–6: Car debt strategy, early mortgage payoff, quarterly & annual check-ins
- Ideal for subscribers who want steady progress over 12 months
Subscribe — Coming Soon
Payment processing is being set up. Contact us to join the waitlist or book a free speaking engagement in the meantime.