Common Sense Money

Common Sense Money is our foundational financial education program designed specifically for healthcare professionals who want clarity without complexity. In this phase, we focus on helping you understand your complete financial picture. We walk through income, spending, debt, savings, investing basics, and goal alignment in a structured, straightforward way. The goal is not to overwhelm you with advanced strategies, but to give you a clear understanding of where you stand and what matters most. You’ll gain a practical framework for decision making so you’re no longer reacting to money therefore managing it intentionally. By the end of this program, you’ll have a simplified financial roadmap and the confidence to move forward with direction rather than guesswork.

This is where clarity begins.

What’s Included

Three Structured Coaching Sessions

Session 1 - Introduction & Financial Snapshot

We assess your full financial picture, clarify priorities, and identify the key areas that need attention. You’ll leave with immediate clarity on where you stand.

Session 2 - Check-In & Strategy Alignment

We review progress, address questions, and refine your financial framework. This session focuses on practical adjustments and strengthening decision-making habits.

Session 3 - Close-Out & Forward Plan

We consolidate what you’ve learned into a clear, simplified roadmap. You’ll leave with defined next steps and the confidence to move forward independently.

Program Investment: $200

Each new client also receives a copy of The Psychology of Money to reinforce the behavioral foundation behind lasting financial success.

Designed as a strong starting point for long-term financial clarity and sustainable decision-making.

Grounded Money

Grounded Money is designed for healthcare professionals who understand the basics but want their financial life to feel more aligned, intentional, and sustainable. In this phase, we move beyond simply understanding your numbers and focus on strengthening your financial behaviors and long-term decision-making. We examine spending patterns, values, lifestyle choices, and long-term goals to ensure your financial plan reflects who you are and where you want to go. This program helps you turn knowledge into consistency. Instead of reacting emotionally to market swings, career changes, or life transitions, you’ll build a steady framework that supports confident, values-based decisions.

Grounded Money is about creating a financial life that holds up in the real world.

What’s Included

Three Structured Coaching Sessions

Session 1 – Values & Behavioral Review

We revisit your financial foundation and explore the habits, patterns, and mindset influencing your decisions.

Session 2 – Alignment & Strategy Refinement

We strengthen your systems, clarify priorities, and adjust your approach to ensure your money reflects your long-term goals.

Session 3 – Sustainability & Forward Plan

We solidify practical habits and define a sustainable path forward so your progress continues beyond our sessions.

Program Investment: $275

Designed for those ready to deepen their financial confidence and build lasting, behavior-driven stability.

Calm Money Collective

Calm Money Collective is our ongoing group coaching experience for healthcare professionals who want continued clarity, accountability, and steady financial growth. After building a strong foundation and aligning your financial behaviors, this phase provides structured support to help you stay consistent and confident over time. Careers evolve, markets shift, and life changes. The Collective is designed to help you navigate those transitions with perspective and composure. Through guided quarterly sessions and peer collaboration, members gain insight not only from us, but from other healthcare professionals walking a similar path. The result is reinforcement, accountability, and long-term momentum.

Calm Money Collective is where clarity becomes consistency.

What’s Included

Quarterly Group Coaching Sessions

Focused discussions on relevant financial topics, current challenges, and real-world decision-making.

Member Collaboration Forum

An ongoing space for members to exchange ideas, share experiences, and help shape the topics for upcoming sessions.

Professional Peer Community

Support and accountability from like-minded healthcare professionals committed to financial growth.

Investment: $75 per quarter or $250 annually

Designed for those who value continued learning, community, and steady financial confidence.