Our Services

At Savvy Money Wisdom, there’s no “one-size-fits-all” approach.
Your financial journey is unique — and your coaching should be too.

Our Approach

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Initial discovery sessions.

Assessment of income, expenses, debt, goals, mindset.

Customized plan creation.

Our Approach

We Can Help You Master Your Money

We’re specialize in empowering individuals, especially novices from diverse communities, to gain financial confidence, take control of their money, and strike a balance between enjoying life today and building wealth for the future.

Our approach isn’t about giving up the things you love—it’s about spending with intention and creating a personalized plan that aligns with your unique goals and values. Together, we’ll craft a roadmap to financial freedom that fits your life and empowers you every step of the way.

All Financial Programs Include:

Budgeting & Cash-Flow Mastery

Take the stress out of managing your money. Together, we’ll create a simple and realistic budget that reflects your lifestyle and priorities — not a rigid formula. You’ll learn how to track income and expenses, build healthy habits, and make your money work for you. The goal is to help you feel confident and in control, so you can spend intentionally, save consistently, and finally experience peace of mind with your finances.

Debt & Credit Management

If debt feels overwhelming, you’re not alone — and you don’t have to face it by yourself. We’ll build a personalized debt-reduction plan that fits your life, while also strengthening your credit over time. You’ll gain a deeper understanding of how credit works and how to use it wisely, so you can move forward with confidence, clarity, and less financial stress.

Investing, Taxes & Insurance Basics

Understanding the fundamentals of investing, taxes, and insurance can be empowering once you know how they fit together. In this service, we’ll simplify these topics so you can make informed, confident choices about your financial future. You’ll learn how to grow your wealth gradually, protect what matters, and plan ahead — all in clear, relatable language, without jargon or complexity.

Long-Term Goal Planning: Home, College, Retirement

Big goals start with small, intentional steps. Whether you’re saving for a home, funding education, or preparing for retirement, we’ll design a roadmap that makes sense for you. Your plan will balance today’s needs with tomorrow’s dreams, helping you stay motivated and on track. You’ll gain direction, purpose, and the confidence that your long-term goals are truly within reach.

Long-Term Goals

Home-buying, college planning, retirement, and more.

Our Pricing Plan

Discovery (Free)

Q&A phone call
30 min
FREE

Coaching — 3-Month Program

12 sessions
1 hr each
$1,800

Ongoing Support

Pay-per-session option for graduates of Coaching program
45 min
$100

6-Month Financial Foundations Program

For those earning well but still struggling to get finances in order
16 counseling sessions
6 months
$497/month or $275 biweekly

12-Month Debt Cycle Program

Our most popular program for long-term support and debt freedom
24 counseling sessions
12 months
$375/month or $207 biweekly

Let's Connect

Take first step toward financial confidence-book free 30 minute call!

Know someone feeling overhelmed by thier finances? Share this with them we’re here to provide the support they need to take control and build a brighter financial future.

aiday@savvymoneywisdom.com

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