Similar to a personal trainer or a career coach, a Willow Financial Coach can help you master your money journey. Explore the options below to see what’s right for you.
Have questions? We’re here to help you decide what best fits your goals.
FINANCIAL CHECK UP
$295
15-minute complimentary coaching call
1 kickoff call (45 mins)
1 follow-up session (45 mins)
Unlimited text support
MOMENTUM PROGRAM
$795
15-minute complimentary coaching call
1 kickoff call (45 mins)
5 follow-up sessions (45 mins each)
Unlimited text support
Most popular schedules: 1 session/month for 6 months OR 2 sessions/month for 3 months
*Monthly payment option available
6% DISCOUNT
CONCIERGE PROGRAM
$1,895
15-minute complimentary coaching call
1 kickoff call (45 mins)
14 follow-up sessions (45 mins each)
Unlimited text support
Most popular schedule: 1 session/month for 12 months + a mid-year and end-of-year session
*Monthly payment option available
44% DISCOUNT
All plans come with on-demand email and text access to your coach, so you can reach out anytime.
Looking for more specific guidance on investments? Use this form to get matched with a Willow Financial Advisor.
Working with Your Financial Coach Gets You
Actionable ideas to increase your clarity and confidence
Powerful tools and proven frameworks
Energizing and supportive environment
Leading insights from experienced financial professionals
When you invest in your financial journey, you're taking the reins to enjoy life, feel organized, and have peace of mind.