It needs a financial operating system. Over 90 days, I either train you to become your household’s Family Finance Officer—or help you build and operate the system with me.
This is not generic financial coaching. The goal is to leave 90 days with a repeatable household system you can keep using.
Make income, expenses, debt, savings, investing, giving, protection, and priorities visible in one system.
Clarify the primary FFO, co-leader or backup, and ownership for the household’s key financial responsibilities.
Establish decision rules, a recurring Family Money Meeting, and a clear 90-day financial focus.
Both options run for 3 months. The difference is how much of the implementation you want me to carry with you.
3 months · $741 total
I train you directly to become the Family Finance Officer for your household.
3 months · $1,491 total
We build and operate your household financial system together for the first 90 days.
The value is not more meetings. It is a household system you can see, use, and continue.
Income, obligations, debt, cash, savings, investing, giving, and priorities made visible.
Clear ownership for bills, savings, debt, investments, insurance, taxes, legal information, and access.
Rules for major purchases, debt, family support, windfalls, and recurring financial friction.
LOOK → DECIDE → DIRECT → ACT → REVIEW.
Peace Fund, debt focus, sinking funds, automation, and near-term goals.
Key policies, beneficiaries, documents, emergency contacts, access locations, and the “Could They?” test.
One primary goal, the actions required, owners, and a clear success measure.
Three phases move the household from visibility to implementation to sustainable leadership.
Money story, values, current financial map, pressure points, and FFO roles.
Decision rules, monthly money meeting, cash-flow visibility, margin priorities, and automation.
Protection organization, backup visibility, legacy conversations, next priorities, and your final FFO operating plan.
The program is complete when the household can actually run the system—not when the calendar reaches Day 90.
Important financial responsibilities have a primary owner and appropriate backup visibility.
The household can see the financial picture, the priorities, and the information that matters.
There is a recurring money meeting, agreed decision rules, and one clear next financial focus.
You are not buying access to my calendar. You are building a Family Finance Officer System.
Complete a focused household intake so we know what is creating the most pressure.
Work through the 90-day roadmap with clear actions, owners, and accountability.
Finish with the system, documents, rhythm, and next plan needed to keep leading after the engagement ends.
Complete the agreed work and attend your sessions. If your Family Finance Officer system is not fully established by the end of the 90 days, I’ll provide one additional implementation session at no charge.
Choose the level of support that fits your household. This is a premium 90-day one-on-one engagement.
