managing money shouldn't be stressful.
You’ve worked hard to build a life of value and purpose. Balancing work, time, and money shouldn’t feel impossible.
At Plan and Simple, we help you take control of your finances with clear, actionable strategies, so you can focus on living a fulfilling life without the stress, so you can focus on what matters most.
Here's how easy it is
to get started
step One
Explore Your Options
Discover the coaching services and resources available to support your financial goals.
step Two
Choose Your Path
Select the option that works best for you, or schedule a call to find the right fit.
step three
Begin Your Journey
Complete the signup process and get ready to transform your finances!
Show how easy it is to do
business with you.
step One
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step Two
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step three
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3 PATHS TO
financial wellness
3 paths to financial wellness
3 PATHS TO
financial wellness
3 paths to financial wellness
3 PATHS TO
FINANCIAL WELLNESS
3 paths to financial wellness
1.
Flexible Coaching
No subscriptions. Just simple, flexible financial coaching. Schedule a session when it works for you.
1.
Live Workshop
A live, guided session where you’ll create a budget you can actually use and feel confident managing.
1.
Starter Membership
Get straightforward, practical advice through our online community and resources, giving you the clarity and strategies to take charge of your financial future.
1.
Membership
Get straightforward, practical advice through our online community and resources, giving you the clarity and strategies to take charge of your financial future.
1.
Starter Membership
Get straightforward, practical advice through our online community and resources, giving you the clarity and strategies to take charge of your financial future.
- Access to Plan and Simple Member Portal
- Access to online resources and tools
- Access to private community to ask questions and discuss topics
- Monthly Office Hours for Q&A
2.
Group Coaching
You’re not alone in this journey. Join Plan and Simple Collective! Our 6 month small group coaching program to connect with others, share experiences, and work collectively toward your goals. You can create your own Collective group or join our waitlist.
3.
1:1 Coaching
You deserve personalized attention. With one-on-one coaching, we’ll tackle your unique financial challenges together, helping you plan effectively and maximize your financial potential.
Kind words from clients
“Here is where you should place very brief testimonials that get right to the point, you don’t need 15 paragraphs”.
-Liz Zambry
flexible
-
No subscription required
-
(1) - One hour session
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Help navigating money decisions and challenges
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Real progress, one step (and one session!) at a time
Group
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6 month subscription
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(6) - 90 minute workshops
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Private accountability group
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Monthly challenges with chances to win prizes and giveaways
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Option to create your own group or join the waitlist
1:1 Coaching
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Monthly Subscription
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Comprehensive 90-minute kickoff session to set your goals and budget
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Biweekly 45-minute sessions
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Custom financial plan tailored to your goals
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Personalized financial reports and projections
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Step-by-step guidance and actionable support
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Dedicated goal-setting tracker to keep progress visible
-
Regular budget audits
-
Annual Financial Review
Live Workshop
-
Build Your Budget Workshop
NEXT CLASS: November 23, 2025
TIME: 5:30pm - 7:30pm (CDT) -
Live 2 hour workshop
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Step-by-step budget setup
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Leave with a ready-to-use plan
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Confidence and clarity with your money
Group Coaching
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Six (6) small group workshops (1/month, 90 minutes each)
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Exclusive and private accountability group
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Monthly challenges with chances to win prizes and giveaways
-
Option to create your own group or join the waitlist
1:1 Coaching
-
Comprehensive 60-minute kickoff session to set your goals and budget
-
Biweekly 30-minute sessions
-
Custom financial plan tailored to your goals
-
Personalized financial reports and projections
-
Step-by-step guidance and actionable support
-
Dedicated goal-setting tracker to keep progress visible
-
Regular budget audits
-
Annual Financial Review
Starter Membership
-
Access to Plan and Simple Member Portal
-
Access to online resources and tools
-
Access to private community to ask questions and discuss topics
-
Monthly Office Hours for Q&A
Group Coaching
-
Everything in Starter Membership
-
Six (6) small group workshops (1/month, 90 minutes each)
-
Exclusive and private accountability group
-
Monthly challenges with chances to win prizes and giveaways
-
Option to create your own group or join the waitlist
1:1 Coaching
-
Everything in Starter Membership
-
One (1) 60-minute coaching session per month
-
Custom financial plan tailored to your goals
-
Personalized financial reports and projections
-
Step-by-step guidance and actionable support
-
Access to exclusive resources and premium tools
-
Dedicated goal-setting tracker to keep progress visible
-
Regular budget audits
-
Annual Financial Review
Starter Membership
-
Access to Plan and Simple Member Portal
-
Access to online resources and tools
-
Access to private community to ask questions and discuss topics
-
Monthly Office Hours for Q&A
Group Coaching
-
Everything in Starter Membership
-
Exclusive and private accountability group
-
Monthly challenges with chances to win prizes and giveaways
-
Six (6) small group workshops (1/month, 90 minutes each)
-
Option to create your own group or join the waitlist
1:1 Coaching
-
Everything in Starter Membership
-
One (1) 60-minute coaching session per month
-
Custom financial plan tailored to your goals
-
Personalized financial reports and projections
-
Step-by-step guidance and actionable support
-
Access to exclusive resources and premium tools
-
Dedicated goal-setting tracker to keep progress visible
-
Regular budget audits
-
Annual Financial Review