NOTE: In January, 2026, I am going on a world cruise and will not be accepting new clients until I return in May, 2026. In the meantime, please feel free to sign up for my free email newsletter.
Affordable Rates and Up-Front Pricing
Many coaches will not tell you the rates for their financial coaching packages in advance. I believe in up-front pricing, and I try to keep my rates as affordable as possible. I do not sell insurance, investments, or any type of financial product—just simple, practical solutions to put you in control of your finances! Coaching is via Google meet video call.
Please note that a Financial Coach is not a Financial Advisor. If you are looking for someone to manage an investment portfolio, sell you investment products, or recommend specific investment products, please contact a licensed Financial Advisor.
Coaching Packages
I offer two coaching packages for new clients.
- Couples: Five one-hour sessions for $400
- Singles: Four one-hour sessions for $350
During these sessions we will:
- take a clear look at your current finances
- set financial goals and create a plan to get there
- find a strategy for daily finances that works FOR YOU so you can stay on track to those goals
- learn about credit, budgeting, and the basics of investing
- evaluate where you are on saving for retirement
- tackle issues such as debt payoff, credit score, buying a home, transition to retirement, financial fears, money and emotions—whatever issues are important to YOU
- start creating a positive vision for your financial future!
Single Coaching Sessions $80
After the initial package clients have the option of scheduling additional sessions to check in on progress and keep themselves accountable.
Small Group Workshops
I offer occasional small group workshops on budgeting and other financial topics. You can get updates on these by signing up for my free email newsletter.
Free Personal Finance Newsletter
In-Person Presentations For Your Group
Financial wellness training has been shown to improve job satisfaction and help with employee retention. I am available to give in-person presentations on personal finance for groups in the Chicago area. I am trained as a Certified Financial Education Instructor℠ by the National Financial Educators Council, and I am ready to inform and inspire your group to be their best financial selves!
Because of some prior experiences where I felt taken advantage of, I had a negative relationship with money and would often ignore financial matters out of fear. Thanks to my work with Sandra, I found ways to make those financial interactions less intimidating and manageable. Through Sandra’s patience, approachable manner, and expertise, she helped build my confidence to be a more active participant in my financial future.
– Mike S., Chicago, IL