What Coaching Looks Like

Life keeps changing, so your money system has to keep up. Coaching gives you a simple cycle to come back to every time something new shows up.

The Progress Cycle

Refocus. What does success look like? Why does it matter? What's missing?

Gain Control. Get the tools and resources you need for this moment, so you can make an informed, confident decision.

Set a Plan. Build your roadmap and take action.

Follow Through. Keep moving with someone in your corner.

Then the next thing comes along, and you start again with more confidence.

What this looks like in real life: an emergency fund. Saving for college. Totaling your car. Deciding whether to buy or lease.

Basecamp: The Foundation Program

3 months. Pre-assessment meeting required.

The outcome: a money system that works even on your worst week.

  • A 2-hour Discovery and Orientation Session to start

  • A 1-hour Accountability Check-in one week later

  • Bi-weekly coaching sessions for the rest of the 3 months

  • Full access to the Progress Solutions resource library

  • Unlimited access to Connor between sessions by email, text, and phone

The Ascent: Growth and Accountability

Ongoing. By invitation only.

The foundation is built. Now we climb. The Ascent is for Basecamp graduates ready to take on bigger goals and keep the momentum going.

  • A monthly coaching session of up to one hour

  • Quick help between sessions when life throws something at you

  • Unlimited access to Connor by email, text, and phone

Looking for a self-guided option? Check out the MoneyClarity Workbook.

It starts with one conversation.