ARE YOU

• In need of simple routines to stay financially on track?
• Seeking the knowledge, confidence, and time to better understand and manage your finances?
• Ready to use the power of finance to build your life vision rather than allow your finances to shape your life?

WE WILL EMPOWER you to take confident control of your financial future through personalized, flexible and affirming financial coaching.

We’ll do this step-by-step, meeting together twice a month, building the next step of knowledge each time. 

 WORKING WITH COPPER SEED YOU’LL

• CLARIFY – We’ll start by creating a clear understanding of your current financial picture and the role of each financial tool.
• FOCUS – You’ll develop a clear life vision. How do you envision each stage of your life? A clear vision allows you to bring those pieces into reality.
• BECOME MORE NIMBLE – With a deeper understanding, you’re better prepared to meet those unexpected challenges that life brings and capitalize on opportunities.
• BUILD – We’ll establish a plan to meet today’s needs while you devote the time, energy, and money to materializing your future vision.
• MAINTAIN – As you step forward through this journey, we’ll give you tools to track and maintain progress.

$300/MO

Depending on complexity, most clients immediately begin to gain understanding and will typically see progress within 3 months.