• Pricing for Non-employer groups and individuals - 2024

     

    Group workshops (non-employer) $300 per person (6 attendee limit, 3 sessions)

     

    Individuals/couples $1000 for 5 sessions

     

    All payments are due 5 business days before the first session. No refunds for cancellation or no-shows. Individual/couple sessions can be rescheduled with a 3-day notice if approved by Blend Benefits staff. Group workshops cannot be rescheduled if missed. Sessions are not recorded.

     

    Program includes all materials.

     

    Each session is 60 minutes and available in person (Charlotte, NC area only) or by live video call .

    Description

    Tentative Activities

     

    Introduction – Your background

     

    Discussion of current spending and saving habits

     

    Discussion of specific financial struggles

     

    Review of your financial situation

     

    Discussion of your goals

     

    Discussion of plan to achieve goals

     

    Assignment of specific tasks to achieve goals

     

    Review of completed tasks

     

    Monitoring of progress toward goals

     

    Financial coaching is not appropriate for everyone. Completion of the program does not ensure a successful change to personal
    habits or financial position. Please speak to us before enrolling.