Pricing Plan

HonorPoint Financial

Honest Guidance.
Clear Pricing.

Every engagement starts with understanding your situation. Most clients begin with a free consultation so we can determine the right level of support together.

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One-Time Sessions

Focused Financial Guidance

Targeted sessions for specific needs. No ongoing commitment required.

Strategy & Tax Planning Session
$350
A comprehensive advisory session covering your financial situation, prior-year tax return review, and forward-looking strategies. Leaves you with a clear action plan for what to do next.
  • Income, expenses & cash flow review
  • Tax planning considerations
  • Debt strategy overview
  • Business finances (if applicable)
Personalized Debt Elimination Plan
$250
A customized payoff strategy designed to help you reduce debt efficiently and intentionally — sequenced to your specific accounts and goals.
Credit Report Review & Dispute Guidance
$200
A structured review of your credit report with guidance on potential improvement strategies and next steps for dispute or optimization.
Financial Foundations Session
$150
An overview of your full financial picture with guidance on where to prioritize focus next. Ideal for anyone who wants clarity on where to start.
Decision Support Session
$125
A focused conversation to help you evaluate an important financial decision — a purchase, a career move, a refinance — with greater clarity and confidence.

Structured Engagement

Financial Stabilization Engagement

For clients who need more than a single session but aren't ready for a long-term advisory relationship — a focused, time-bound engagement to diagnose, plan, and begin moving forward.

$600
A 30–60 day engagement designed to bring clarity and structure to a complex or stressful financial situation. We analyze where things stand, build a clear plan of action, and provide limited support as you begin implementing.
  • 2–3 structured advisory sessions over 30–60 days
  • Full review of income, expenses, debt, and cash flow
  • Written plan of action with prioritized next steps
  • Limited implementation support during the engagement window
  • Ideal for clients facing financial complexity, transitions, or a need to reset
This engagement is designed to get you stable and pointed in the right direction — not to create dependency. The goal is a clear plan you can execute with confidence.

Signature Advisory Engagement

Mortgage Readiness Coaching

Structured guidance designed to help motivated buyers become financially prepared before applying — or re-applying — for a mortgage.

Tier 1
Readiness Review
$600
Best for: Buyers who want to know exactly where they stand before moving forward.
You send your documents, I analyze them, and we meet to go through my findings. You leave knowing precisely what is working in your favor, what is holding you back, and what matters most before applying.
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Tier 2
Readiness Build
$900
Best for: Buyers who are ready to take action and want a clear path to approval.
Everything in the Readiness Review, plus a detailed written checklist and a personalized step-by-step pathway designed to get you mortgage-approved — a tangible plan you can execute with confidence.
Schedule Consult →
Tier 3
Readiness Partnership
$600 onboarding + $200/mo
Best for: Buyers who want ongoing support implementing the plan.
Ongoing guidance, accountability, and progress support as you move toward mortgage readiness — with a guide by your side for every decision along the way.
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Recommendations are always based on your situation — there is never pressure to engage beyond what would genuinely add value.

Not sure where to start?

Most clients begin with a short consultation. We'll talk through your situation and determine the right level of support together — no pressure, no obligation.

Book a Free Consultation