If you don’t want to live with financial stress anymore and you’re ready to take control over your money, you’re in the right place!

How do I get started?

“Sometimes we just need someone to help us through the process, answer questions, help design a plan, and provide accountability.

That’s what I’m here for.” -Kate

It may seem weird to spend money to save money, I know. But everyday you ignore your money problem, you’re losing more money.

Your three options:

Ask me anything: One-time, 45-minute Meeting

Seen some of my videos and want to pick my brain on a topic? Cool. Let’s do that.

• Think you’re eligible for student loan forgiveness and want to ask me more about how to do it? Awesome, let’s meet. (download the cheat sheet here first)

• Just want to find out what your debts REALLY cost you? Perfect. We can do that.

• Looking for someone to finally explain stocks and bonds or budgets or retirement plans? I’m in. Let’s do this!

This is the only option that doesn’t require a Discovery Session beforehand. When setting up the appointment, be as specific as possible when describing what you want to discuss.

If it is out of my scope of practice, I’ll let you know, cancel the appointment, and refund your reservation money. If I need more information, I’ll email you.

This is for educational and informational purposes only. It is not a substitute for working with a lawyer, CPA, CFP, or other such professionals.

Meeting is one hour long, first fifteen minutes is to find out if I’m the right person to talk to, sign the contract and pay. There is no refund for the $20 reservation fee after the meeting starts. If we decide you really need a longer session, you will have the option to pay the difference between this and a Eureka session during our meeting so we can keep on a-chattin’!

$20 reservation fee, $129 due at time of meeting.

One-Time Eureka Session

No shame, no blame, no judgement. Eww. Who would do that?!

You don’t need a multi-month program, but you do need a couple hours working out your finances with a knowledgeable guide who can answer questions (and build you a spreadsheet)? This is for you.

For those who are making a decent income but still feel stressed out about money - whether that be because of

• Major life changes

• In debt and want to know how to get out of it

• You don’t feel like you’re doing it “right”

a one-time Eureka Session can give you the financial plan and confidence you’ve been looking for. Each session is tailored to the needs of the client. Just a few examples of what I help clients with:

• design a debt payoff plan

• hammer out a budget

• learn about personal finance

You’ll leave with a list of simple, actionable next steps and be excited to get them done. You can ask those burning questions you’ve always wanted to know. You can finally feel financially confident!

The first step is to set up a free half-hour Discovery call

during a Discovery Call, we’ll discuss what’s going on and if/how I can help you.

After that, you can schedule a Eureka session and relax knowing you are finally taking control over the beast that has been your money!

$294 for individuals (2 - 2.5 hours); $382 for couples (2.5 - 3 hours).

Multi-month coaching program

Looking for a full makeover on your money? This is for you!

This is for people who are serious about getting their financial lives in order. Who want to work directly with Ms. Moody so they know they are doing all this right, so they have someone to ask questions of and bounce ideas off. I have yet to have a client who has gone through the whole program and not saved more than they spent.

Does any of this resonate with you?

• you make a good income but still live paycheck to paycheck

• you’re afraid you aren’t saving enough

• you lose sleep worrying about money

• you have a hard time spending because you don’t know if you can afford it

• you feel like you should know how to manage your money by now

If you are ready to make a commitment to stop stressing about money, learn money management, get on the path to long-term financial success, and start spending your money where your values are, coaching could be right for you. We’ll meet one-on-one to figure out where you are now, where you want to be, and how to take big goals and break them down into small, manageable tasks.

To begin, set up a Discovery Session to see if coaching is right for you. Ms. Moody will explain her methodology, what you can expect, and how long the process takes. If both believe this is right for you, you can either purchase a package upfront for a 5% off discount, or split up the payments over our time together.

The five-step foundation system is a deliberate process of self-understanding, developing motivation, goal setting, money planning, and habit-formation.

Depending on your needs, it may be through the three month “Solid Foundation” plan, four month “Flip the Script” plan, or six month “Total Transformation” plan.

Note: This is not debt counseling. If you have major debt you cannot handle, please contact an NFCC-accredited organization. This is not financial advising; I do not manage nor make recommendations for portfolios.

Cost per session: Individuals, from $140; Couples, from $210; 5% prepayment discount available