One-On-One with South Bay Financial Partners

We offer one-on-one services for those who just need a little help on a certain issue, getting their questions answered and getting off on the right foot.

Introducing SBFP's 1:1 Sessions

Join us as we roll out 1:1 planning meetings. We are working on providing Investment Strategy, Financial Therapy, and Financial Coaching.

Our objective is to create an investment strategy for your personal journey!

Financial Therapy

$150 This is a one on one meeting where we will reflect on your money mindsets and dig deeper to find the root of your money stories and beliefs.
  • I can't make money doing what I love
  • My parents fought about money, so I'm scared to talk about money with my partner.
  • If I'm good, the Universe will give me what I need and then some.
  • I deserve small rewards after doing something difficult.
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Monthly Plan

$200–300/mo If you're looking for an ongoing support partner to help guide you on your journey to financial success a monthly meeting plan might be best for you.
  • 1-2 One Hour Meeting Monthly
  • Choose between Financial Therapy or Financial Coaching Sessions
  • Mix and Match Sessions Types
  • Includes Access to our budgeting and forecasting tool RightCapital
  • Subscribe and Save

Financial Coaching

$150 Our objective is to create a strategy for your personal journey and give you resources, advice, and next steps!
  • Spending Plan and Cash Flow
  • Tax Help & Debt Management
  • Saving for a Big Goal
  • Building a Budget
  • Insurance and Life Planning
  • Freelancing and Small Biz
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Are 1:1 Sessions Right for You?

Our 1:1 call options are great for you if you can attend regular meetings with us. To be a good candidate takes work. You'll need to keep up with it and do the homework from our meetings. Expect to spend 2-3 hours per week working in the beginning which will taper off as you develop successful habits and patterns.

If you’re looking for more support and structure and want us to do more of the work for you, we suggest scheduling an intro call to learn more about our FreshStart program or other customized services.

FreshStart Discovery

Delivered in six parts, our FreshStart Program is a proven process designed as an entryway to our other services with all of our clients in mind. Whether you are new to the SBPF community or have been working with us for years and simply need a refresh, we will work with you to create a roadmap around your unique goals and life intentions.


One Time Meeting
*$600 for Couples 

Purchase Plan
  • 90 Minute Discovery Meeting
  • Explore your money scripts
  • Review of Current Financials
  • Net worth Statement 
  • KMSI and Wealthbuilder 


Not sure yet? Have more questions or need more information?

Get in touch with us