$200.00 USD

Financial Tune-Up Call

Financial Tune-Up Call: Get Expert Financial Guidance—No Ongoing Commitment Required (Alumni Only)

🚀 Need clarity on a financial decision? Feeling stuck with your money? We’ve got you. A Financial Tune-Up Call is a one-time, 75-minute coaching session designed to give you expert-level answers to your most pressing money questions—without committing to ongoing coaching.

Who is This For?

➡️ You need a quick, expert opinion before making a big financial decision (new job offer, home purchase, tax strategy, debt repayment).
➡️ You’re facing a life transition (moving in with a partner, handling an inheritance, growing your family) and want to adjust your financial game plan.

What You Get in Your Session:

✅ 75-Minute 1:1 Private Coaching Call – Get strategic, tailored advice specific to your financial situation.
✅ A Clear, Actionable Plan – Walk away with next steps, resources, and expert recommendations.
✅ Guidance on Working With Other Financial Professionals – We help you navigate CPAs, estate planners, lenders, and more.
✅ One-Time Support, No Ongoing Commitment – Book when you need it. That’s it.

How It Works:

1️⃣ Purchase Your Session – For Couples Click This Link
2️⃣ Book Your Call – You’ll receive a scheduling link via email.
3️⃣ Prepare for Your Session – Submit key topics & documents you want reviewed.
4️⃣ Meet With Your Specialist – Get answers, strategies, and expert insight.
5️⃣ Post-Call Support – Receive follow-up notes and the next steps to move forward.

If you're one of AJ’s past clients or would like to work with her directly, select the "Yes! Add Work With AJ" option at checkout.

Important Details:

⚡ Session must be used within 90 days of purchase.
⚡ Reschedule at least 24 hours in advance to avoid a $60 late cancellation fee.

🎁 Want to Gift a Session? Yes! Email [email protected] after purchasing, and we’ll set it up for your recipient. 

Legal Disclaimer

By purchasing this Financial Tune-Up Call, you acknowledge and agree to the following terms:

  • No Refunds or Transfers: All purchases are final. Sessions must be used within 90 days of purchase and cannot be transferred once scheduled.
  • Late Cancellation Policy: If you cancel or reschedule within less than 24 hours of your session, a $60 late cancellation fee will apply.
  • Financial Guidance Disclaimer: Beyond The Green Coaching provides education and financial strategy services. We are not tax advisors, investment advisors, or legal professionals. Any financial decisions made after your session are your responsibility. For specific tax, legal, or investment advice, please consult a licensed professional.
  • Coaching Limitations: A Financial Tune-Up Call is a one-time session and does not establish an ongoing coaching relationship. If you require continued support, we recommend enrolling in The VIP Financial Freedom Club or The Financial Roadmap Membership.

By proceeding with your purchase, you acknowledge that you have read and agree to these terms.

What People Are Saying:

I would like to give a HUGE shout out to Suki. She has been phenomenal in this whole process and I could not have done it without her. She talked me off of a ledge a few times. She made sure to incorporate my crazy tendencies with my two dogs and they are living their best lives because of it (bandanas and all). I love you!!

Jen K

My number 1 goal going into coaching was to get help forming two plans: one to help my dad get out of debt and one to transition him into a more independent financial place. My own finances were a bit of an afterthought because mine have been so tied to both my partner's and my dad's, but I knew I needed to get a better grip on them than I previously had. Leah, I never thought I'd look forward to talking to a stranger about my finances. Every Friday afternoon has left me feeling like I actually knew what I was doing. AJ, thank you so much for sharing your experiences with your mom and how you managed to resolve both your own and her financial woes. It has been so helpful and healing to talk to other people who have experience with these weird parts of life, cause no one ever talks about how hard and confusing it is to suddenly have to care for your parents. Thank you both for your patience and care!

Jenna D

I cannot tell you how much Rachel has changed my life. As an actor, teacher, and independent contractor it is sometimes challenging to figure out where my money is coming from and how to use it. Many of us who are artists and work for ourselves suffer from “Starving Artist Syndrome”. There is a lack of stability sometimes and a suffering that goes with it.

Tom W