Plan with Purpose — Travel & Money That Works for You

 Plan a quick trip in just an hour! Perfect for spontaneous travelers looking for lodging, fun, and food on a budget. 

 Going away for 3–4 days? I’ll help with destination ideas, flights, hotel research, and activities to make it stress-free. 

 Planning a longer trip or traveling with family? This premium service includes everything from flight and hotel recommendations to a full itinerary, excursion planning, budget breakdown, and optional booking assistance. Great for family vacations, honeymoons, or group trips. 

Need help planning a kid-friendly vacation or multi-generational trip? Add this option to your Full-Service package for tailored support including child-friendly activities, accommodations, and travel tips. 

 In this 1-hour session, we’ll create a monthly budget using the proven 50/30/20 method. You’ll receive a custom Google Sheet and tips to manage your money with confidence — whether you’re a student, parent, or just starting to budget. 

Tired of forgetting due dates or running out of money before payday? In just 30 minutes, we’ll build a calendar-based bill payment system that helps you organize and stay ahead of your bills, reducing stress and improving cash flow. 

 A beginner-friendly session to help you start or rebuild your credit the smart way. We’ll walk through your current status, explain how credit works, and set you up with a step-by-step plan — including how to use federal credit unions to your advantage. 

 Get a custom plan to pay off your debt faster, smarter, and with less overwhelm. We’ll discuss different payoff methods (like snowball vs. avalanche), track your debts, and prioritize based on your income and goals. 

Ready for a full transformation? This all-in-one package includes budgeting, credit building, and debt payoff planning — plus two weeks of follow-up support to keep you on track. It’s the ultimate step toward financial freedom.