7Keys Financial

Individual Coaching Packages

We provide personalized financial coaching through the proven 7Keys model, along with comprehensive master planning services designed to align your personal finances with your life goals and long-term vision.

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A modern classroom environment with rows of light wood desks, each topped with a slim tablet screen paused on an illustrated lesson about building an emergency fund, plus a simple notebook and pencil arranged neatly. At the front, a large wall-mounted screen displays a clean, colorful infographic about the "7 keys" to financial health interpreted as seven distinct icons. Soft, evenly distributed overhead lighting ensures no harsh shadows, creating a bright, focused atmosphere. Captured from the back of the room at eye level, the photographic image has sharp focus throughout, conveying structured financial education for schools and community programs.
A cozy kitchen table scene featuring a smooth oak surface with a detailed monthly budget worksheet, an open planner, and a simple ceramic bowl filled with neatly stacked envelopes labeled with subtle icons for housing, education, and savings. A tablet nearby shows a long-term investment growth curve. Soft afternoon sunlight filters through a nearby window, casting warm, gentle shadows and highlighting the paper textures. Photographic realism with a slightly elevated, three-quarter view captures the entire tabletop in focus, while the background kitchen cabinets and appliances are tastefully blurred, evoking a sense of real-world, practical family financial planning.

Business and Nonprofit Coaching

We also offer specialized coaching for small businesses and nonprofits to assess and strengthen your operational systems and financial engine. Our work centers on clarifying your business vision, optimizing financial management, aligning staffing, elevating customer experience, and driving sustainable innovation.

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Pricing

Individual Coaching

$75 per individual coaching session, paired with a financial coach who works with you in your personal finances and instituting the 7Keys.

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✓ Budget basics

✓ Personalized Spending Plan

✓ Expense tracking

✓ Goal setting

✓ Financial Education

Business Coaching

$100 per session. Client sets agenda from catalog of options. Geared towards small business and nonprofits.

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✓ Business Masterplanning

✓ Built to Last- Systems Evaluation

✓ Progress reviews

✓ Evaluation of Economic Engine

Individual Masterplan

$300 for 5 sessions focused on comprehensive personal and life planning. Includes goals setting model for key areas of life.

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✓ Personal vision

✓ Personal values

✓ Goal Setting in key areas of life

✓ Strength and weakness evaluation

✓ Evaluation of Economic Engine

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Share your goals and challenges, and we’ll recommend the coaching path and schedule that best fits your situation.

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