Motion’s Services

Everything starts here. Schedule your free initial consultation so Dan can better understand your unique money situation and priorities. Curious about what to expect? We’ve got a FAQ for that!

The Jumpstart: Wondering where your money goes each month? Over 30 days and three sessions, we'll build your complete financial snapshot—what's coming in, what's going out, and what's holding you back—then put every dollar to work with a real-world monthly budget. You'll gain clarity, a working plan, and real momentum!

The Momentum: Everything from The Jumpstart plus extended follow-through over five sessions. For 90 days, we refine your budget against real life, tackle your biggest money goals, and build decision patterns to withstand the tests of time. Best value for lasting change.

Custom Curriculum: Many money journeys don't fit neatly into a package—a small business finding its footing, a couple merging finances, a family planning a major transition. Dan will design a training and coaching curriculum built entirely around your unique situation, your timeline, and where you want to go!