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SERVICES

Take a look at our services and plans to help you build a customized financial strategy to reach your goals and design the life you want to live.

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Contact us if you have any questions about our plans.

Choose the Plan for You

  • Financial Foundations

    149$
     
    Gain clarity on your finances and uncover your next best financial moves. One, 60-minute session with follow-up deliverables.
    Valid for one month

  • Financial Roadmap

    399$
     
    Create a personalized financial roadmap designed around your goals and priorities. Two, 60-minute sessions.
    Valid for one month

  • Ongoing Coaching

    99$
    Every month
    +$149 Onboarding
    Stay accountable, navigate life's changes, and continue making meaningful financial progress.
     
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Trailhead Financial provides financial coaching and educational services only. We do not provide investment, legal, tax, or insurance advice. Please consult appropriately licensed professionals for advice in those areas.

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