Comprehensive Financial Services
Solutions designed for your unique financial journey.
Money Coaching & Therapy
Happy Hopper Plan – Cashflow & Confidence
A personalized financial plan and 3 months of coaching to help you take charge of your money with confidence.
Pricing available upon request
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Hare Today, Debt Tomorrow Plan
Coaching to break free from debt and build lasting financial independence.
Pricing available upon request
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Hoppy Home Plan – Rightsizing & Retirement Moves
Guidance for selling, downsizing, or transitioning to the right financial home for your next chapter.
Pricing available upon request
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Clover & Care – Life Transition Planning
Supportive financial planning through divorce, separation, and life’s toughest changes.
Pricing available upon request
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Investment & Retirement
Patch Portfolio Plan – Grow Your Investments
Investment guidance to help your money grow, plus two semi-annual reviews to keep you on track.
Pricing available upon request
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Golden Carrot Plan – Retirement Readiness
A comprehensive retirement plan that balances growth and security for peace of mind.
Pricing available upon request
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Heirloom Hare Plan – Estate & Generational Wealth
Protect what you’ve built and pass it forward to future generations.
Pricing available upon request
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Educational Services
Bull & Bunny Market Mixers – Investing with Friends
Six evenings of wine, cheese, and practical investing knowledge in a fun, social setting.
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Cash Crew – Teen Money Bootcamp (12–18 yrs)
A 5-week workshop teaching teens how to budget, save, and invest with confidence.
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Bunny Bucks – Money Basics for Kids (7–12 yrs)
A 4-week interactive workshop teaching kids money basics through games and activities.
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On-Demand Coaching
On-Demand Coaching – By the Hour
Hourly coaching sessions tailored to your unique goals and challenges.
Pricing available upon request
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