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1-on-1 Single Session

One hour that can change your financial trajectory.

Not ready for a full program? Book a single coaching session and we'll tackle your biggest financial challenge head-on. Walk away with a clear action plan you can start on today.

What You Get

60-minute private coaching call
Personalized action plan
Budget or debt assessment
Follow-up email with resources
Recording of your session

Who This Is For

✔️You're not ready for a full program but need expert eyes on your situation
✔️You have one specific financial challenge you want to solve right now
✔️You want a professional opinion before committing to coaching long-term
✔️You need help building a budget, tackling a debt, or making a financial decision

How It Works

1

Before the Call: Quick Assessment

You'll fill out a brief questionnaire about your financial situation so we can hit the ground running. No wasted time on logistics.

2

The Session: 60 Minutes of Focused Coaching

We tackle your biggest financial challenge head-on. Whether it's building a budget, creating a debt payoff plan, or making a major financial decision, you leave with a clear action plan.

3

After the Call: Follow-Up Resources

Within 24 hours you'll receive a follow-up email with a recording of your session, personalized resources, and your written action plan.

What You'll Walk Away With

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A clear, specific action plan you can start today

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Written summary and session recording for reference

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Identified waste in your spending (most clients find $200-$400/month)

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Clarity on which framework step you're on and what comes next

Frequently Asked Questions

Can I upgrade to a full program after my session?+
Absolutely. Many clients start with a single session and join the full program when they're ready. Your session fee is not credited toward a program, but the insights carry over.
What should I prepare before the session?+
Have a rough idea of your monthly income, major debts, and monthly expenses. You don't need exact numbers. We'll work with what you have and fill in the gaps together.
Is one session really enough to make a difference?+
One session won't transform your entire financial life. But it will give you a clear starting point and specific next steps. Some clients find hundreds of dollars in monthly waste in a single hour.

What Our Clients Say

I only booked one session because I couldn't afford more. Jon helped me find $340 a month I was wasting on subscriptions and autopayments I forgot about. That one hour paid for itself ten times over.

Maria L.

Chicago, IL

I was too embarrassed to share my numbers with anyone. Jon made it feel normal. He said 69% of people are in the same boat and I believed him because he didn't flinch at my debt total. That's when I knew I could trust him.

Lauren B.

Raleigh, NC

I just needed someone to look at my numbers and tell me I wasn't crazy. Jon did that and then showed me exactly where to start. Sometimes you just need permission to take the first step.

Daniel K.

St. Louis, MO

Ready to Start?

Book a free consultation and we'll help you decide if 1-on-1 Single Session is the right fit for where you are.

Book a Free Consultation

Not Sure This Is Right?

Take the quiz to find your financial starting position, or explore our other programs.