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A few key things to know first:
1) We're not fixing money concerns through a scarcity mindset...I won't tell you that you can't spend money on things you love. In fact, I'll encourage you to spend money on things you love! Money should be enjoyed! Your financial plan is specific to YOU and your priorities in life!
2) Squirrel Financial, LLC will never collect your account numbers, passwords, usernames, or anything else of the sort. Your privacy is very important to us!
3) There's zero space for shame, guilt, or embarrassment here. The past is the past. We're learning from it and moving forward!
4) We believe in transparency ~ you'll find prices for all our services here on our page.
No cost.
No commitment.
No pressure.
This 20-30 minute phone call gives us a chance to learn about each other and determine if Squirrel Financial is the right fit to help you reach your financial goals!
Scheduling is quick and easy—just click "Book a Consultation Call" below!
If you're someone who likes to know exactly what to expect after a consultation call,
here's the breakdown:
You've decided you're ready to take control of your finances, gain clarity on your financial numbers, and work with Squirrel Financial to create your best financial path forward. Getting started is simple—just let me know you're ready and I will get you started!
Squirrel Financial provides a secure payment link through Stripe—safe, simple, and hassle-free.
💡 Important: We never collect your bank account information, login credentials, or card numbers.
The financial deep dive session is currently on sale for $197 for a limited time!
You'll receive a personal Money Prep document link.
This includes a questionnaire and financial worksheet, designed to help your money coach, Jessica, understand what’s most important to you before your Deep Dive session.
If I need additional details, I'll reach out!
Once the Money Prep is completed, I’ll schedule your Deep Dive.
Your 90-minute Deep Dive Session takes place virtually over Zoom, allowing you to join from a quiet, comfortable space in your home.
We'll review your completed Money Prep, discuss your financial goals, and create a tailored plan that aligns with your unique situation.
I'll send you a Google sheets file that includes all your documents in one place including:
$$$ Your Organized Financial Cash Flow
$$$ Personalized 3-Month Spending Plan
$$$ Customized Debt Payoff and/or Savings Plan
$$$ Know Your Net Worth Tool
For those who want ongoing guidance and accountability, we offer flexible coaching package options:
⭐ 3 Sessions – $247
⭐ 6 Sessions – $444 (10% discount)
⭐ 12 Sessions – $839 (15% discount)
Each session is 60 minutes long, giving us plenty of time for deep discussions, personalized strategies, and actionable steps.
Our packages are designed for maximum flexibility—you’ll have a full calendar year to use all sessions at your own pace. Whether you need periodic check-ins or more structured financial coaching, I’ll tailor the support to fit your needs!
