Consulting
60-Minute Map Check-In
A focused 1:1 session to review your setup, uncover spending gaps, and plan your next steps. Get a written recap and 7-day follow-up to keep you on track.
Schedule Your Check-InChoose your map below or take our 60-second quiz to discover your best fit
Explore Personal Finance Map for Real-Life Clarity
From cash-flow organization to debt management and budget systems that actually stick, I’ll help you turn scattered finances into a calm, repeatable routine. At Money Map Studio, my process blends Monarch Money setup and automation, smart category rules, and light variance analysis to track your monthly spending with ease.You’ll also learn practical tools like sinking funds, bill calendars, and review checklists so you always know what’s due, what’s left, and what’s next.
Services
Choose the Money Map path that fits you
Most Recommended
BEST VALUE
The Guided Money Map Program
A 4-month journey to transform how you manage money. Together we’ll build a clear budget, track progress, and create lasting systems through 8 personalized sessions.
Start Your Guided Journey
Project
Clean-Start Mapping
A hands-on setup and cleanup to organize your finances from scratch. We’ll connect your accounts, simplify categories, and create your personalized Money Map with 3–4 working sessions.
Book Your Clean-StartCompare Your Money Map Options
Features
Map Check-in
Guided Money Map Program
Clean-Start Mapping
1-on-1 Coaching
1
8
4
Budget Setup & Review
Light Review
Full design & tracking
Complete Setup
Debt & Savings Strategy
Quick Guidance
Detailed Plan
x
Automations & Rules Setup
x
Between-Session Support
7-Day Check-in
Ongoing Support
Setup Support
Priority Booking
Best For
Quick Clarity
Full Transformation
Organized Foundation
Duration
1 Hour
4 Months
4 Weeks
Investment
$100 / hr
Starting $999
Starting $499
Free
- Customer Booking Tool
- Driver App
- Real-Time Dispatching
- Custom Zone Pricing
- Invoicing
- Promo Code
- Downloadable Reports
- x Data Migration Assistance
- x GNet Integration
- x Affiliate Network
- x Toll Calculation
- x Complimentary Website
- x Dedicated Account Manager
- x Xtreim Chat/SMS
Gold
- Customer Booking Tool
- Driver App
- Real-Time Dispatching
- Custom Zone Pricing
- Invoicing
- Promo Code
- Downloadable Reports
- Data Migration Assistance
- GNet Integration
- Affiliate Network
- x Toll Calculation
- x Complimentary Website
- x Dedicated Account Manager
- x Xtreim Chat/SMS
Diamond
- Customer Booking Tool
- Driver App
- Real-Time Dispatching
- Custom Zone Pricing
- Invoicing
- Promo Code
- Downloadable Reports
- Data Migration Assistance
- GNet Integration
- Affiliate Network
- Toll Calculation
- Complimentary Website
- Dedicated Account Manager
- x Xtreim Chat/SMS
Premium
- Customer Booking Tool
- Driver App
- Real-Time Dispatching
- Custom Zone Pricing
- Invoicing
- Promo Code
- Downloadable Reports
- Data Migration Assistance
- GNet Integration
- Affiliate Network
- Toll Calculation
- Complimentary Website
- Dedicated Account Manager
- Xtreim Chat/SMS
Frequently Asked Questions
How do I choose the right service for me?
Use this simple rule of thumb:
- Map Check-In – for fast clarity and an action plan in one hour.
- Guided Money Map Program (4 months) – for full 1:1 coaching, accountability, and lasting systems.
- Clean-Start Mapping (4 weeks) – to organize your past year and start fresh.
Still unsure? Take our short Money Map Quiz to find your best fit.
Can I book a consultation to discuss which service suits me?
Yes , you can schedule a free 15-minute discovery call to talk through your goals and confirm the best direction.
Book your free call here
Can you help me get Monarch Money set up?
Absolutely. Setup is included in both the Guided Money Map Program and Clean-Start Mapping.
If you just need a focused walkthrough or quick tune-up, the Map Check-In session is perfect.
How is financial coaching different from a financial advisor or tax professional?
I don’t provide investment advice, manage assets, or file taxes.
Instead, I help you build a practical money system such as budgeting, spending habits, debt strategy, and automation and coach you to keep it running smoothly.
Do you work with couples or small-business owners?
Yes. The Guided Money Map Program includes tailored tracks for couples , families and small-business owners.
We’ll separate business and personal cash flows, assign clear roles, and create an easy money-meeting routine. (Bookkeeping support can be scoped separately.)
What results should I expect?
Most clients see progress within weeks: a workable Map, reduced financial “leaks,” automated rules that cut manual effort, and a repeatable monthly review rhythm.
Every client’s goals differ, but the common outcome is clarity, confidence, and control.
What if I need to reschedule?
You can reschedule once per month with at least 24 hours’ notice.
Missed sessions without notice are counted as used, so we keep momentum and fairness for all clients.
Which budgeting tools do you support?
Primarily Monarch Money, but I’ll help you transition smoothly if you’re moving from another app or platform.