Support that meets you where you are
Every financial journey looks different. Some people are just breaking ground. Some need a thinking partner to keep growing. Some are ready for full financial planning. Wherever you're starting from, FinWe offers a clear path forward at every stage, with no pressure, and no judgment about where you're beginning.
Free Intro Call
20 minutes · No cost
Every FinWe relationship starts here. This is a no-pressure conversation to understand where you are, what you're working toward, and whether we're a good fit to grow together. No products, no pitches, just an honest conversation.
Financial Coaching
1:1 sessions · Virtual or in person (Cincinnati)
Coaching is for clients who are ready to get intentional about their finances but aren't ready for, or don't need, full financial planning yet. Sessions are focused, structured, and built around your specific goals: building a budget, getting out of debt, understanding credit, growing your savings, or simply getting clarity on where you stand.
| Price | Per Session | Savings | |
|---|---|---|---|
| 3-Session Package | $450 | $150 | Save $45 |
| 6-Session Package | $870 | $145 | Save $120 |
|
Single Session (established clients) |
$165 | — | — |
Sessions are one hour each. Virtual or in person (Cincinnati). Packages must be used within 6 months of purchase.
Full Financial Planning
Comprehensive · By referral / intro call
Full financial planning takes a complete look at your financial picture: income, spending, debt, protection, and long-term goals, and builds a strategy to connect where you are today to where you want to be. J works alongside an experienced team of planning professionals to deliver this level of service.
Intro calls are available now. Full planning engagements are offered based on fit and suitability.
Workshops & Speaking
Groups · Organizations · Employers · Community
FinWe offers workshops for community organizations, employers, universities, and nonprofits: focused sessions that meet participants where they are, without jargon or judgment.
Topics include money mindset, the racial wealth gap, budgeting basics, debt literacy, and building financial habits that reflect your actual life. Sessions can be tailored to your audience and goals.
Pricing and availability are discussed based on scope. Reach out to start the conversation.