Pricing

Master Your Money Journey

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

When you invest in your financial journey, you're taking the reins to enjoy life, feel organized, and have peace of mind.