Coaching & Consulting to help you reach your goals and potential
1:1 Coaching
Schedule a FREE 30-minute consultation to find the best path for your budget & goals.
Bronze
Package
$399
$339 for Silver Club members
$279 for Gold Club members
3 hours of sessions
You feel pretty confident in managing your finances, but want a thorough review of your current financial situation with feedback on where to strengthen and build. Perhaps you’ve completed the 6- or 10-session program and are looking for an updated review.
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Comprehensive financial assessment
A detailed report evaluating your current financial situation.Investment strategy review
A high level analysis of your current investment approach and trajectory.Actionable recommendations
Insights on strengthening your financial foundation for long-term stability.
Silver
Package
$759
$645 for Silver Club members
$529 for Gold Club members
6 hours of sessions
This package builds on the Bronze Package by providing a deep dive into your goals, followed by a strategic plan to help you achieve them effectively. Throughout the program, we’ll recognize your financial strengths, celebrate your successes, and identify any mindset barriers that may be holding you back—empowering you to shift towards a clearer path to success.
Plus you’ll have the opportunity to apply for Silver Club Membership!
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Comprehensive financial assessment
A detailed report evaluating your current financial situation.Investment strategy review
A high level analysis of your current investment approach and trajectory, accompanied by investment education.Actionable recommendations
Insights on strengthening your financial foundation for long-term stability.Customized goal planner
A structured tool to map out your financial goals and assess opportunity costs.Step-by-step success plan
A clear breakdown of the necessary actions to achieve your short-term financial objectives.
*Non-transferable
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Silver Club Membership includes:
Lifetime discount of 15% off future coaching services*
Access to 1-hour individual consultations post program completion with a 30% discount*
One-time 15% off merchandise coupon
Dillon Dollar Silver Member Medallion
Gold
Package
$1149
$975 for Silver Club members
$805 for Gold Club members
10 hours of sessions
Through a transformative 10-session journey, we’ll uncover the financial barriers holding you back, clarify your aspirations, and create a personalized roadmap to financial success. The Gold Path Package is designed to shift your mindset, emotions, and relationship with money, empowering you to take control of your financial future.
Plus you’ll have the opportunity to apply for Gold Club Membership!
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Mindset evaluation
A deep dive of the patterns, beliefs, and relationships that have built your financial mindsetComprehensive financial assessment
A detailed report evaluating your current financial situation.Investment strategy review
A high level analysis of your current investment approach and trajectory, accompanied by investment education.Actionable recommendations
Insights on strengthening your financial foundation for long-term stability.Customized goal planner
A structured tool to map out your financial goals and assess opportunity costs.Step-by-step success plan
A clear breakdown of the necessary actions to achieve your short-term and long-term financial and life objectives.Tailored education
In-depth supplementary education and materials to bolster your success plan and equip you with financial confidence moving forward
*Non-transferable
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Gold Club Membership includes:
Lifetime discount of 30% off future coaching services*
Access to 1-hour individual consultations, post program completion with a 50% discount*
One-time 30% off merchandise coupon
Dillon Dollar Gold Member Medallion
Gift of one free 1-hour consultation to friend or family member
1-Hour
Bonus
Bonus Consultation
1 hour add-on Consultation
Available only to those who have completed the Bronze, Silver, or Gold financial coaching program, this offering provides an opportunity to discuss any new financial questions or concerns.
$139
$98 for Silver Club members
$69 for Gold Club members
Consulting
Sometimes you have your finances working well for you, but a unique problem or opportunity comes up. This is when consulting an outside voice can help navigate the weeds, and I’m here to help just that!
If you need a specialized consultation, outside of the 1:1 coaching paths, this package might be the perfect choice for you.
Once you complete a path? There’s more!
SILVER CLUB
Silver Club Membership
Available to those who …
Complete the Silver Path Coaching Package
Demonstrate completion of short-term financial goals
Exhibit fully funded emergency fund
Free of consumer debt (excludes mortgages or business loans)
Provide written case study detailing actions taken and outcomes of program participation
Complete Pay it Forward exercise – complete 1 hour of volunteer time providing financial education to individual or group audience, under content supervision of the Dillon Dollar Club and providing participant program evaluations
GOLD CLUB
Gold Club Membership
Available to those who …
Complete the Gold Path Coaching Package
Demonstrate completion of short-term financial goals
Complete established first steps of long-term financial goals
Exhibit fully funded emergency fund
Free of consumer debt (excludes mortgages or business loans)
Provide written case study detailing learnings of program, actions taken and outcomes of program participation
Complete Pay it Forward exercise – complete 3 hours of volunteer time providing financial education to individual or group audience, under content supervision of the Dillon Dollar Club and providing participant program evaluations