Coach or adviser, fees, what to bring and how video sessions work at Even.
Not quite. An adviser mostly manages investments, retirement allocation or insurance. A coach works before that point, on the paycheck itself: cash flow, a budget you can keep, high-interest debt, irregular income and credit habits, so there is a surplus worth planning with.
Every session is held by video, so you can join from home or a quiet corner at work. A session moved with at least a day’s notice is rebooked at no charge.
Only a rough idea of your monthly take-home pay, recurring bills and current balances. No tidy spreadsheet is needed and nothing is uploaded through this site. If you are unsure which track fits, that gets decided on the free 25-minute clarity call.
Yes, for the scope described on the coaching page. The Cash-Flow Reset and Couples Money can be split into three monthly payments, and the Monthly Check-in can be cancelled at any time with no lock-in.
No. Even sells no insurance, annuities or investment products and takes no commission. Bank passwords and Social Security numbers are never requested, and your money is never held or moved. On a call you look at your own accounts and share only what you choose.
Plenty of partners worry it will feel like two against one. You are both welcome on the free clarity call first, so the hesitant one can see that Sam takes no sides, never polices small purchases and protects each person’s own spending money.
Still have a question? Get in touch or book a time.