Service & Payment Information

Financial Clarity Plan — $900

A one-time fee, due before substantive coaching work begins. Includes review of up to two months of relevant financial statements, one 75-minute planning meeting, a personalized written Financial Clarity Plan, and one 30-minute implementation follow-up.

Optional ongoing coaching — $350/month

Available after the initial plan. Includes one 45-minute coaching session each month, a monthly progress review, and updated priorities. Separate affirmative enrollment is required. There is no automatic conversion from the one-time plan into monthly coaching.

Free introductory consultation — 20 minutes

No payment required, no financial documents required, and no obligation to purchase coaching. Book a Free 20-Minute Consultation; a time will be arranged by email.

Scheduling, payment, and cancellation

Contact brenna@convivialwealth.com if you need to reschedule, cancel, or ask a billing question. Please do not include sensitive financial details.

Detailed cancellation, missed-appointment, refund, and monthly cancellation terms are being finalized for legal review. These will be provided before payment or enrollment so you can review them before deciding to proceed. This site does not take payments, enroll subscriptions, or collect agreement acceptance.

Nothing on this page limits applicable consumer rights. It is service information, not a signed Client Coaching Agreement. Draft agreements and proposed refund mechanics are not in effect through this page.

Protect your financial information

For future coaching, you may use screenshots, PDFs, or statements with permanently redacted identifying information. Remove account numbers, routing numbers, card numbers, Social Security numbers, addresses, and unnecessary personal identifiers. Keep transaction dates, merchant names, amounts, deposits, balances, account types, APR percentages, credit limits, and minimum payments visible where relevant.

Use solid, opaque redaction that permanently removes the underlying information, rather than a transparent overlay. Save the file, reopen it, and check that hidden information cannot be read, selected, or recovered before submission.

Do not send financial documents through this website or as ordinary email attachments. A future document workflow will use a secure document provider after approval. No document upload is available here, and no deletion timeframe is promised before a provider and retention policy have been approved and verified.