Your Growth, Simplified

From the very first chat, we focus on what matters to you, trimming away the noise and making each solution easy to follow. Together, we turn big goals into doable wins.

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✨ Money Reset

$99

One concern. One focused hour. A clearer way forward.

Includes:

  • 1 private 60-minute session

  • Pre-session financial intake

  • Focused review of one financial concern

  • Personalized education & guidance

  • Up to three priority action items

  • 30-Day Action Plan

  • And more...

Perfect for: When you don't need a full financial plan—you just need help figuring out what to do next.

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🌱 Plant Your Roots

$299

Build strong financial habits from the ground up.

Includes:

  • 2 private 60-minute sessions

  • Personalized cash-flow & budgeting strategy

  • Emergency fund & savings plan

  • Debt payoff priorities

  • Credit & retirement foundations

  • Personalized 90-Day Action Plan

  • Your Financial Foundations Plan

  • And more...

Perfect for: Young adults and anyone ready to build a strong financial foundation.

Best for: “I make money, but I need a better system for what to do with it.”

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🏡 Keys Within Reach

$599

Create a financial path toward the keys you've been dreaming about.

Includes:

  • 2 private 60-minute sessions

  • Personalized home-readiness analysis

  • Cash flow, debt & DTI review

  • Credit-readiness education

  • Down-payment & savings strategy

  • Emergency and homeownership reserve planning

  • Personalized Homebuyer Readiness Plan

  • And more...

Perfect for: Future homeowners who want to know where they stand and what to work on before buying.

Rooted Growth provides homebuyer financial-readiness education and does not provide mortgage approval or underwriting.

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🌿 The Financial Freedom Roadmap

$999

Your whole financial picture. One clear direction forward.

Includes:

  • 3 private 60-minute sessions

  • Comprehensive financial analysis

  • Net worth, cash flow & financial stability review

  • Emergency fund & debt strategy

  • Savings & retirement planning education

  • Short- and long-term goal planning

  • Personalized Financial Freedom Roadmap

  • And more...

Perfect for: Anyone ready to connect all the pieces of their finances and build a comprehensive strategy.

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🌳 Root & Scale

$1,999

Give your business the financial foundation it needs to grow.

Includes:

  • 3 private 60-minute sessions

  • Business cash-flow & profitability review

  • Owner-pay strategy

  • Tax set-aside & reserve planning

  • Business debt strategy

  • Financial systems & growth priorities

  • Personalized 90-Day Business Action Plan

  • And more...

Perfect for: Small-business owners ready to gain clarity, build stronger systems, and grow intentionally.

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🌾Stay Rooted

$89/mo

Keep the momentum going with ongoing accountability.

Exclusively available to existing Rooted Growth Financial clients, Stay Rooted provides continued support after you've completed an eligible financial planning or counseling package.

Includes each month:

  • 1 private 45-minute accountability session

  • Progress & financial goal tracking

  • Debt and savings updates

  • Financial priority adjustments

  • Updated action steps

  • Periodic Growth Updates

  • And more...

Perfect for: Existing clients who have built their plan and want continued guidance, accountability, and support as life and financial goals evolve.

Existing Rooted Growth clients only.

Ready to Get Started?

Book a Discovery Call