It’s our process that makes us unique. We’ve developed a framework to ask the right questions and put the right pieces in place. We have tools such as a navigation path, fact sheets, and summary lists to help all parties stay on track and can keep you accountable to ensure your goals are reached.

We believe the ecosystem of money care thrives around three core components. Each of these components symbiotically supports the others like a balanced three-legged stool. The components are:

• Manage: This is the day-to-day action-taking aspect of the ecosystem (the doing part).

• Sustain: This is the structure that maintains an ongoing well-run money care system. (Think money management tools, processes, habits, & communication)

• Preserve: This is the protecting part of the ecosystem that ensures long-term safeguards are in place and that information is easily accessible and conveyable when it’s needed.

We can walk you through implementing a plan that works for you through a series of virtual meetings.

Virtual implementation calls start at $ 140 per hour (pro-rated for the time used). (Discounted for coaching package clients)

Looking for a low-commitment and lower-cost way to effectively work together? Ask about our brief, but focused Money Care Support Calls. Encouragement, clarity, guidance, support, and accountability are just a call away. Often scheduled in increments of 30 minutes in monthly intervals, these calls may be just the ticket for overcoming barriers and making progress in the right direction. During our friendly chats, we’ll identify your current top pain point, uncover the root of the problem, and discuss potential solutions and action plans while considering ongoing improvement and development.