Pricing
Clear, flat-fee options designed to turn uncertainty into execution. Most people should start with the Wizard (fast clarity + a prioritized plan). If your situation is complex—or you want a second set of eyes—book a paid session. After payment, you’ll be routed to one scheduling link (we’ll sort the meeting type on our end).
Note: Adulting Finances provides education and strategy consulting. We do not provide legal or tax advice.
Start in the simplest place
If you want the most cost-effective path, start with the Wizard. If you already have a plan and want a professional review or execution help, book a Strategy Session. If you have multiple goals, debt + investing tradeoffs, or major life transitions, the Deep-Dive Plan is the right tool.
Build your baseline plan: priorities, contribution targets, and next actions.
Pressure-test your plan, fix sequencing, and leave with a 30-day execution path.
Multi-variable planning: tradeoffs, scenarios, and a written plan you can follow.
Financial Planning Wizard
A guided workflow that turns your inputs into a prioritized plan—no spreadsheets, no guesswork. Walk away with clear next actions and a repeatable system you can reuse whenever life changes.
- Guided intake: income, expenses, debt, goals
- Priority sequencing (what to do first, second, third)
- Contribution targets & account order-of-operations
- Clear next actions for the next 30–90 days
Recommended if you want the fastest clarity per dollar.
After you run the Wizard, book a Strategy Session if you want help implementing the plan (sequencing, tradeoffs, accountability), or upgrade to a Deep-Dive if your situation has multiple moving parts.
1-on-1 Strategy Consulting
For complex decisions, accountability, or a professional review of an existing plan. Product-agnostic and execution-focused: you leave with clear priorities and next steps. After payment, you’ll be routed to our scheduling link (single calendar); we’ll confirm the right session type and duration on our end.
Strategy Session
A focused 60-minute session to solve one specific problem or pressure-test your plan. You’ll leave with a clear, prioritized execution plan for the next 30 days.
- Clarify priorities & tradeoffs
- Fix sequencing (cash flow, debt, investing, goals)
- Action plan (7–30 days)
- Short email recap with clear direction
Fit Check is scoping + placement only (no personalized advice).
Deep-Dive Plan
A comprehensive 90-minute planning session for more complex situations (multiple goals, debt + investing tradeoffs, life events). Includes a written plan.
- 90-minute working session
- Structured written plan (priorities + steps)
- Scenario modeling & tradeoff analysis
- Follow-up email thread (within 7 days for clarifications)
You’ll be routed to scheduling immediately after payment.
Monthly Support
Ongoing accountability and optimization. We’ll review your progress monthly, adjust your plan, and support new decisions as your life changes.
- One 60-min review call each month
- Plan adjustments & next steps
- Email support for quick questions
- System refinements
Best for: people who want consistent execution + accountability.
Billing is handled via Stripe Checkout. Cancel anytime.
Disclosure: All fees are for education and strategy consulting. We receive no commissions. Investing involves risk and no outcome is guaranteed.
Self-Guided Education Tracks
Education to reduce uncertainty and improve decisions—practical frameworks you can implement at your pace.
- Personal finance system fundamentals
- Investing foundations
- Technical analysis (risk-managed approach)
Not sure what to choose?
Start with the Wizard for structured clarity in minutes. If you already have a plan and want implementation help, book a Strategy Session. If your situation has multiple moving parts, choose a Deep-Dive Plan. If you’re unsure, book the Fit Check (scope only).
Fit Check is scoping + placement only (no personalized advice). For actionable 1-on-1 help, choose a paid session.