"Confidence with money doesn’t have to come at a high cost — simple, practical education can make all the difference."

  • Individual appointment

    At First Steps Financial Education, we believe financial education should be affordable and accessible. Our sessions are designed to give you clear, practical knowledge without the cost or commitment of ongoing financial advice. Whether you attend as an individual or as a couple, pricing is kept simple and transparent. Individuals benefit from tailored, one-on-one support, while couples have the opportunity to learn together and align their financial goals in a shared session. This flexible approach ensures that no matter your situation, you can access quality education that fits your needs and budget.

    Initial Appointment – from $280 per session, offering one-on-one guidance designed to answer your questions with clarity.

    Each appointment runs for approximately 60 minutes. Whether you’re just starting out, managing family priorities, navigating a life change, or planning for retirement, these sessions provide clarity and confidence at every stage.

  • Ongoing appointments or mentoring

    At First Steps Financial Education, we offer flexible mentoring options to suit different needs. For those who would like extra guidance after their initial session, follow-up appointments are available at $250 per session, providing up to 60 minutes discussion time.

    For those who prefer a structured rhythm, our Quarterly Accountability Sessions are ideal. Priced at $220 per quarter these 60-minute check-ins every three months helps support you on an ongoing basis.

    Sometimes you just need a quick answer without booking a full session. For those smaller questions, we offer a 15-minute phone call at $60. This option is perfect for clarifying a concept, asking about a specific situation, or getting reassurance on a question in between larger appointments. It’s a simple, affordable way seek clarity without the commitment of a full session.

  • School and community workshops

    Our financial education workshops are designed to give students practical money skills in a fun, engaging, and age-appropriate way. Sessions run for 60 minutes and cover important topics such as saving, spending wisely, and understanding the value of money. Pricing starts from $350 per 60-minute session, with programs tailored to suit class size and school requirements. For more information on how we can support your school or community group, please contact us to discuss program options.