"I help first-generation professionals understand their money and set up values-based budgeting and banking systems, so they can reach personal goals and key financial milestones." (in their words, on their website)
Services
| Service | What is included | Price |
|---|---|---|
| Power Hour Individuals ready to take the next key step in their financial life |
1 session · 90-minute session · Cover 1-2 major financial topics · Contextualized answers to personal money questions · Actionable plan for next financial milestone · Access to FGL Starter Pack: Workbook, Retirement Accounts Cheat Sheet, Investing Guide | $349 |
| CLEAR Program First in family seeking to master American financial system and achieve financial goals |
3 sessions · 3-4 monthly hour-long one-on-one sessions · Personalized money coaching · Set up foundation for healthy financial life · Create plan to overcome financial issues · Learn to run financial numbers | $225 |
| Returning Client Check-In Returning clients who want to delve deeper into past or new financial topics |
1 session · Session to review progress · Explore past topics or new/advanced financial concepts | on request |
| Group Sessions Workshop: Designing a Values-Based Money Plan for Lasting Wealth Groups with specific event goals |
1 session · Customized sessions · Hands-on workshop · 1 hour duration | on request |
| Speaking Engagements Groups needing culturally resonant financial education |
1 session · Customized keynotes, panels, fireside chats · Guidance on balancing financial planning with family and cultural expectations | on request |
| Brand Partnerships Brands with tools for first-gen community on money, career, or lifestyle |
Partnerships on Instagram or TikTok | on request |
| Always Have Enough Book Young professionals who are first in family to build wealth |
Step-by-step tools for debt, accounts, investing · Real stories and hands-on homework | on request |
As published on their website, read Sep 30, 2026.
How they compare
- $225 a session. Of the 229 life coaches who publish a session price, 85% charge the same or less.
- 4 years coaching; the median for life coaches in our directory is 13.
Computed by Callings from the prices and experience coaches publish. Not a rating.
Where they fit
| Students | Early | Mid | Manager | Director | VP / C-suite | |
|---|---|---|---|---|---|---|
| Resume and LinkedIn | no | no | no | no | no | no |
| Interviews and offers | no | no | no | no | no | no |
| Job search strategy | no | no | no | no | no | no |
| Career direction and change | no | yes | yes | no | no | no |
| Leadership | no | no | no | no | no | no |
| Personal brand | no | yes | yes | no | no | no |
How they work
- Process
- Client chooses date and time on Calendly · Client answers onboarding questions · Client submits payment · Client receives onboarding and preparation email · Sessions conducted with personalized agenda · Client receives session review and resources email
Do it yourself, or hire a coach?
| Doing it yourself | Usually enough when | A coach earns the fee when | |
|---|---|---|---|
| Career direction | Weeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role. | You already have two or three target roles. | You do not know what comes next, or you want structure and a formal assessment. |
| Personal brand | A consistent story across your resume, LinkedIn and a personal page. Callings builds the page, free. | The role you want does not depend on visibility. | Visibility or thought leadership is part of the role. |
Times are our estimates. Try Callings.
Questions to ask before hiring
- If I land a job partway through, what happens to the sessions I have not used? (multi-session package)
- What are your cancellation and refund terms? (no refund terms on their site)
- Who do you usually work with, and how long does a typical engagement last? (always worth asking)
What they publish
- Prices: yes
- What each service includes: yes
- A free consultation: not found on their website
- Refund or cancellation terms: not found on their website
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