Fractional Life Planning & Coaching
The ultimate HUMAN-First resource for your people
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
Platinum
$625/mo
Ready to add fractional life planning & coaching to your firm?
*Enterprise package customizable
Gold
Silver
Bronze
Coaching Hours per month (value: $325/hr)
Team Call per month (value: $325/hr)
In-person Full-Day Strategy Session / Client Event (value: $5k/day)
Enterprise
Leader Call per month (value: $325/hr)
30 Day Challenge Group - March & October (value: $5k/group)
Career by Design Workshop - May (value: $5k/group)
Retirement by Design Workshop - August (value: $5k/group)
The Content Kit (value: $3k)
Firm Webinar (value: $1k)
Welcome Video (value: $500)
Custom Social Media Templates (value: $1,500)
Custom Life by Design Workbook (value: $750)
Custom Coaching Brochure (value: $750)
Custom Video Bumper (value: $250)
2
4
1
10% discount
10% discount
1
1
1
1
included
included
included
2
1
4
6
1
2
2
1
1
1
1
1
4
1
1
1
1
included
included
included
included
value:
$7,964
$19,664
$27,900
$44,000
$80,650
savings:
$464
$4,664
$7,900
$9,000
$10,650
$1,250/mo
$1,666/mo
$2,916/mo
$5,833/mo*
Not sure what package is right for your firm?
Book a call to find out what option is best for your needs.
Ready to add fractional life planning & coaching to your firm?
Bronze
2 Coaching Hours / month (value: $325/hr)
The Content Kit (10% discount)
value: $7,764
savings: $464
$625/mo
silver
4 Coaching Hours / month (value: $325/hr)
The Content Kit (10% discount)
value: $19,664
savings: $4,664
$1,250/mo
1 Team Call / month
(value: $325/hr)
GOLD
30-Day Challenge Group
(value: $5k/group)
value: $19,664
savings: $4,664
$1,666/mo
1 Team Call / month
(value: $325/hr)
The Content Kit
(value: $3k)
Retirement by Design Workshop
(value: $5k/group)
Career by Design Workshop
(value: $5k/group)
1 Firm Webinar
(value: $1k)
Platinum
2 30-Day Challenge Groups
(value: $5k/group)
value: $44,000
savings: $9,000
$2,916/mo
1 Team Call / month
(value: $325/hr)
The Content Kit
(value: $3k)
Retirement by Design Workshop
(value: $5k/group)
Career by Design Workshop
(value: $5k/group)
1 Firm Webinar
(value: $1k)
4 Coaching Hours / month (value: $325/hr)
1 Firm Welcome Video
(value: $1k)
enterprise
value: $80,650
savings: $10,650
$5,833/mo*
Great for teams with more than 4 advisors or for firms that are looking to create custom life planning and coaching solutions.
* Custom package and pricing available based on needs
Not sure what package is right for your firm?
Book a call to find out what option is best for your needs.
