All of our packages include…
Every package includes a one-on-one session with a Matriarch Financial expert. Our mission is to tailor personal finance recommendations specifically to your lifestyle. Together, we will build a custom plan to meet your goals — whether it’s paying off debt, building up savings, setting a budget, or learning to invest.
For those who cringe at the word “budget” and have no idea where their money goes every month—this package sets up the basics and provides enough financial footing to make better decisions. Will be the best choice for most.
For those who have the basics down but need a little help optimizing their financial lifestyle and building wealth.
Receive a discount when you purchase both packages—includes advisory services for big purchases like buying a home, planning for a family, etc.
Would you like to receive ongoing consulting after we set the monetary wheels in motion? This add-on option begins as soon as your package’s work concludes and puts your Matriarch consultant on retainer. As your finances, job, or circumstances change over time, you have access to consistent help with a planner who knows you and your financial history.
For those small questions or big recommendations, Matriarch On-Demand is a great option for ongoing help.
Great for those who feel their current situation may change within 6-18 months.
Your card will be charged monthly for $19.
Your first consultation is free. If you’d like to talk to someone about your situation to determine which package is right for you, set up an appointment now!