We blend the concept of money as energy with proven financial management & business techniques to help small business owners, couples, and individuals experience financial harmony.

Specifically, our services include:

We demonstrate and guide you through the process of cultivating Veriditas by assisting you to:

  • Clarify your financial goals and values
  • Learn about choices of financial instruments that align with your purposes
  • Simplify and organize the nuts & bolts of your finances
  • Create habits that support your visions and goals while igniting your passions
  • Adopt healthy attitudes and actions that clear the way for the easiest flow


Financial Coaching packages start at $120 per hour with discounts for remote Skype sessions or multiples.
Numbers maintenance plans quoted based on your financial goals, number of accounts & transactions. Quoted based on $50 per hour.
All packages incldue updated Action Plans / Financial Reports.
Extended onsite visits, workshops & special projects bid upon request.

Click to find out how we work with you.