Financial Coaching Consultation
Not ready for a full program? In this one-time 60-minute session, you’ll get expert guidance, practical tools, and a personalized action plan to move forward with confidence.
One-on-One Financial Wellness programs
Personalized coaching to help you build confidence, clarity, and control over your finances. Choose the program that fits your needs:
- 3-Month Program
- 6-Month Program
- 12-Month Program
Estate Planning
Estate planning helps you organize your finances, assets, and wishes so they’re honored now and in the future. It includes key documents like wills, trusts, and powers of attorney to protect your family and give you peace of mind.
Click here to schedule a free introductory meeting to learn how Carval Financial
Wellness can
help you.
FREE 15-Minute Online Consultation
Carval Financial Wellness offers programs designed to
meet a
variety
of financial needs and life situations. We invite you to a free,
no-obligation
15-minute
consultation where we’ll discuss your goals, challenges, and
priorities. During
this
session, we’ll introduce our services and approach to help you choose the
solution
that’s
the best fit for you.
Who it’s for: Individuals considering personalized financial
coaching.
Location: TEAMS Meeting
Duration: 15 minutes
Cost: Free
Financial Coaching Consultation
Financial Coaching
Consultation is a focused session to review your current financial situation
and provide
actionable
guidance. You’ll leave with immediate strategies for budgeting, savings,
debt
management, or goal planning.
Who it’s for: Individuals seeking specific advice or a “deep
dive” into
one area of their finances.
Location: TEAMS Meeting
Duration: 1 hour
Cost: $150
One-on-One Financial Wellness Programs
Our personalized One-on-One Financial Wellness Programs are designed
to help
individuals gain
clarity, confidence, and control over their money. Through private coaching
sessions, we
tailor strategies to your unique goals—whether it’s budgeting, debt
management, savings,
or
long-term planning.
We offer flexible programs to fit your needs and commitment level:
- 3-Month Program
- 6-Month Program
- 12-Month Program
3-Month Program
What it is:
A short-term coaching program designed to jumpstart financial wellness. Our program
is
tailored to meet your unique financial goals and coaching needs. Includes
personalized
coaching sessions, goal-setting, budgeting guidance, and ongoing support to
implement
changes.
Who it’s for: Individuals looking for structured guidance to tackle
pressing
financial goals.
Location: TEAMS Meeting
Duration: 3 months
Pricing: $140 per session | Total: $420
6-Month Program
What it is:
A comprehensive program offering deeper financial education, accountability, and
planning. Ideal for clients seeking meaningful behavior change and long-term
progress.
Who it’s for: Individuals aiming to reduce debt, improve credit, save
for major goals, or establish a financial roadmap.
Location: TEAMS Meeting
Duration: 6 months
Pricing: $135 per session | Total: $810
12-Month Program
What it is:
A full-year program providing comprehensive financial guidance and continuous
support
for long-term financial wellness. This program ensures lasting behavior change,
strategic
planning, and wealth-building guidance.
Who it’s for: Individuals committed to achieving financial clarity,
stability, and
long-term goals such as homeownership, retirement, or legacy planning.
Location: TEAMS Meeting
Duration: 12 months
Pricing: $130 per session | Total: $1,560
Estate Planning Consultation and Services
Protect your legacy and give your loved ones peace of mind with our estate
planning
support.
Estate
planning doesn’t have to feel overwhelming - we guide you step by step, helping
you
understand
essential documents such as wills, trusts, and powers of attorney, and create a
plan that
truly
reflects your wishes.
Whether you’re just getting started or need to update an existing plan, we
provide both
educational
guidance to give you clarity and hands-on services to ensure your plan is
properly
prepared.
Our
goal is to safeguard your assets, honor your wishes, and provide lasting
peace of mind
for
you and your family.
How it Works
Step 1 - Free 15-Minute Consultation
Book your complimentary consultation to ensure we’re the right fit for your
estate planning
journey.
Step 2 — Discovery & Planning
Schedule your discovery consultation and complete our questionnaire so we can
learn
about your goals, explore your options, and design a plan tailored to your
needs.
Step 3 — Document Review & Execution
We’ll walk you through the plan, answer your questions, and finalize your
documents with
signatures so you can move forward with clarity and confidence.
Step 4 — Post-Execution & Trust Funding
We’ll help make sure everything is in place by confirming your trust is properly
funded.
This
means retitling accounts and properties into your trust’s name and updating
beneficiary
designations on assets like life insurance or retirement accounts. We’ll guide
you through
what’s needed, and with our deed-filing service, we can even handle key steps on
your
behalf for peace of mind.
Estate Planning A la carte Add-Ons
- Will-Based Plan
- Trust-Based Plan
- Powers-Only Plan
- Visual Plan Summary
- Deed Prep & Filing *
- Change orders (as many as needed for up to 90 days)
- State-specific attorney review beyond standard review **
- State-specific attorney review Letter and Phone Call **
- Estate Plan Binder
- Estate Plan Binder and Mobile Notary:
-Will-Based Estate Plan
-Powers Package
-Trust-Based Estate Plan
-Powers Package
-Trust-Based Estate Plan
Note: the pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership. However, for married couples wanting individual trusts for each spouse, you must purchase two plans.
* Our Deed Service is unavailable in: Washington DC, Hawaii, Louisiana, Massachusetts, and North Carolina.
** Available in AK, AZ, CA, FL, ID, KY, OR, MD, NE, NH, NM, PA, TX, UT, Washington, D.C., and Wyoming.
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