Fractional Life Planning & Coaching
The ultimate HUMAN-First Offer
Add a coach to your firm at a fraction of full-time cost. We'll bring the tools for you, your clients, or your team to feel clear, confident, committed, capable and connected with their ideal life. Not to mention position your firm as a leader in the life-planning movement.
Get the expertise of a life planner without the commitment of a full-time employee.
Financial decisions are deeply intertwined with our life choices. By opting for fractional coaching, you get the expertise of a life planner & coach without the commitment of a full-time employee. It's tailored, flexible, and designed to cater to your unique needs.
Why add a fractional coach to your roster?
All your coaching and life planning questions, answered.
Get curious on what's holding us back.
Create deeper awareness of how our thoughts are guiding our actions.
Get dedicated time with a life planner and coach
to go deeper into any challenge or opportunity that lies ahead...
We all have moments where it's helpful for someone to hold space for us privately as we work through our development. Leverage private coaching for yourself, an employee or a client to work through a specific topic, without judgement.
Private coaching provides a safe space to:
Decide best steps to move forward and build an action plan on how to get desired results
$1,500
Ready to add fractional life planning & coaching to your firm?
% off
price
3 Hours
30 Hours
15 Hours
value
$15,000
$7,500
$1,200
$10,500
$5,625
20%
30%
25%
$7,500
Challenge Group Final Celebration Call
Airtable Templates (tracking & timeline of tasks)
Group Coaching Sessions
Email Templates
Not sure what package is right for your firm?
Book a call to find out what option is best for your needs.
30-Day Challenge Groups
Team Calls (Prep & Follow-Up)
Private 1:1 Coaching Sessions
Challenge Group Kick-Off Call
Challenge Playbooks (Team & Client-Facing)
Social Media Templates
Digital Workbook
PER GROUP
UP TO 25 PARTICIPANTS
Monthly Discounted Memberships Available
fractional
life planning
& coaching
3 Hours
Value: $1,500
Price: $1,200
30-day challenge groups
UP TO 25 PARTICIPANTS
$7,500
Team Calls (Prep & Follow-Up)
Challenge Kick-Off
Challenge Final Celebration
Group Coaching Sessions
Private 1:1 Coaching Sessions
Airtable Templates
Challenge Playbooks
Email Templates
Social Media Templates
Digital Workbooks
Not sure what package is right for your firm?
Book a call to find out what option is best for your needs and to find out what monthly membership options we have available.
discount
20%
15 Hours
Value: $7,500
Price: $5,625
30 Hours
Value: $15,000
Price: $10,500
discount
30%
MONTHLY PACKAGES AVAILABLE
discount
25%
MONTHLY PACKAGES AVAILABLE
MONTHLY PACKAGES AVAILABLE
