Money Coach
Like therapy, but for your money—practical, judgment-free guidance.
RIA-backed advice
•
Fiduciary standard (Advanced)
•
No long-term contracts
What You'll Get
Clear next steps tailored to your numbers
No generic advice—just actionable guidance based on your unique situation.
Fewer money "what-ifs," more confident decisions
Stop second-guessing yourself and move forward with clarity.
A simple plan that fits your life
Not someone else's template. A plan you'll actually follow.
Option to return for accountability check-ins
Come back anytime you need support or want to track your progress.
Which Tier Should I Choose?
Start with Basic
$99/hr
If you want a budget you'll keep, a debt payoff plan, or better saving habits.
Pick Advanced
$249/hr
If you want fiduciary guidance on investments, retirement planning, rollovers, or other regulated topics.
Not Sure? Book a free 10-minute fit call.
Pricing
Two simple options. No packages required. Upgrade anytime.
Basic
$99/hr
Great for budgeting, debt, and savings clarity.
General guidance & behavior change
Budgeting, debt, savings, credit
50-min session + action plan
Advanced
$249/hr
For investment/retirement questions—licensed fiduciary advice.
Licensed, fiduciary advice
Investments, retirement accounts, rollovers
50-min session + documented advice
How It Works
Choose your tier
Book your session
Gather your info
Meet with your coach
Get your Action Plan
What to bring
Recent bank and investment statements (if applicable)
List of specific questions or concerns
Current budget or spending overview (if you have one)
Frequently Asked Questions
Can I switch tiers later?
Yes—choose what you need each session. You're not locked into either tier.
Do you manage investments?
Advanced sessions can include investment advice; ongoing management is a separate engagement if desired.
Is this fiduciary advice?
Basic = coaching; Advanced = fiduciary advice under our advisory registration.
Do you give tax/legal advice?
Yes—we'll coordinate with your pros.
What's the session length?
50 minutes. Pay-as-you-go.
Ready when you are.
Explore Your Lifestyle and Legacy Potential™
Tel: 855-553-3732
9393 W 110th St Suite 100
Overland Park, KS 66210
This content on this website is provided for informational purposes only and is not intended to serve as the basis for financial decisions. It should not be construed as investment advice or a recommendation.
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.