Ongoing Support
Monthly Investor Coaching
$1,500/month
1 monthly coaching session
- 1 monthly 60-minute coaching call
- Monthly portfolio education discussion
- Budget and savings accountability
- Investment literacy coaching
- Market education overview
Packages
Premium coaching for the seriously committed.
Choose a monthly retainer for ongoing support, or a one-time program for focused education. Education and coaching only — not licensed financial advice.
Monthly Retainer
Ongoing coaching for committed clients.
Premium Wealth Coaching
$3,500/month
2 monthly coaching sessions
- 2 monthly coaching sessions
- Portfolio education review
- Financial goal tracking
- Investment education
- Risk and diversification discussion
Business Owner Wealth Coaching
$4,500/month
1 monthly coaching session
- Personal vs business money organization
- Business cash-flow education
- Owner pay discussion
- Saving and reinvestment education
- Personal investment education
One-Time PackagesMost Popular
Focused programs with a clear start and finish.
Foundation
Money Clarity Intensive
$750
45 minutes
- Basic financial literacy coaching
- Budget and saving discussion
- Debt awareness education
- Emergency fund education
- Beginner investing explanation
Investor
Investment Platform Mastery
$1,500
60 minutes
- Investment platform walkthrough
- Account type education
- Watchlist setup guidance
- Deposit and withdrawal explanation
- Basic order type education
Portfolio Education Review
$2,500
75 minutes
- Educational review of current holdings
- Asset allocation explanation
- Diversification discussion
- Risk exposure breakdown
- Sector and asset concentration review
Premium One-Time
Future Wealth Roadmap
$3,900
90 minutes
- Financial goal discovery session
- Income, saving, and investing education
- 1-year financial education roadmap
- 3–5 year wealth-building outline
- Investment literacy guidance
Insurance Awareness Session
$900
45 minutes
- Life insurance education
- Critical illness insurance awareness
- Disability insurance awareness
- Family protection discussion
- Insurance needs awareness
Family Finance Package
$3,500
90 minutes
- Family financial goal discussion
- Saving and budgeting education
- Investment literacy for families
- Children and future planning discussion
- Home/down payment education
DisclaimerBook a Package
Capitalized Money provides financial literacy, investment education, portfolio education, insurance awareness, and general wealth coaching only. We do not provide licensed financial advice, investment management, tax advice, legal advice, insurance sales, or guaranteed investment returns.
Clients remain fully responsible for their own financial decisions and should consult licensed professionals before making investment, insurance, tax, or legal decisions. Where appropriate, Capitalizedmoney refers clients to qualified, licensed professionals.