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Strategic Reserve

No wealth minimum. Financial coaching for young professionals who deserve guidance, regardless of net worth. Quarterly check-ins, email support, and a real human in your corner, starting at $150/month.

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GEARED TOWARDS:

Young professionals in their first 5-10 years of career who want financial guidance without the traditional advisor price tag.

What You'll Gain

Here's what membership actually includes.

2 hours of personalized coaching per quarter, 8 hours of guidance per year

Email access between calls with 48-hour response time for quick questions

Resource library with templates, checklists, and guides for budgeting, debt payoff, and major decisions

An ongoing relationship with a coach who gets to know you and helps you build over time

Specialist referrals when you need a CPA, attorney, or registered advisor

How It Works

4 steps from signup to your first coaching call.

  1. 1

    Subscribe

    Choose monthly ($150) or annual ($1,500, save 17%). No contracts, no minimums.

  2. Onboard

    Complete a quick intake so we understand your goals, priorities, and starting point.

    2
  3. 3

    Schedule

    Book your first coaching call at a time that works for you.

  4. Build

    Quarterly check-ins, email support, and steady progress toward your financial goals.

    4

Simple Pricing

A flat fee, not a percentage of your assets.

Monthly

$150 /month

Flexible. Cancel anytime.

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Save 17%

Annual

$1,500 /year

$300 less than paying monthly.

Send a Raven

8 hours of coaching per year works out to $187/hour, compared to $300-$500/hour for traditional advisors.

What We Don't Cover

We believe in transparency. Here's what Strategic Reserve doesn't cover:

Stock picks Investment recommendations Investment management Tax advice Tax preparation Accounting services Estate planning Fiduciary financial planning Legal documents

Need a specialist? We'll help you know when and point you in the right direction.

Start Building Your Reserve

Send a Raven and tell us about your goals. We'll take it from there.

Send a Raven

Frequently Asked Questions

Common questions about Strategic Reserve.

Financial coaching focuses on education, guidance, and accountability. It helps you make informed decisions. Unlike registered financial advisors, we don't manage investments or provide specific securities recommendations. You stay in control; we provide the knowledge and support.
Monthly subscribers pay $150/month and can cancel anytime. Annual subscribers pay $1,500/year (save 17%) and commit for the year, with the flexibility to pause for up to 3 months if life circumstances change. That works out to about $187/hour for 8 hours of coaching per year, compared to $300-$500/hour for traditional advisors.
Apps are tools; Strategic Reserve is a relationship. You get a real human who knows your situation, can answer nuanced questions, and provides accountability. Apps can't adapt to your life changes or have a conversation about whether you should take that new job.
That's exactly why Strategic Reserve exists. At $150/month, you get quarterly access to personalized coaching for a fraction of what traditional advisors charge, and the guidance compounds into every financial decision you make after it.
Stock picks, investment recommendations, investment management, tax advice or preparation, accounting services, estate planning, fiduciary financial planning, and legal documents are all out of scope. When you need a specialist for one of those, we'll say so and point you to one.
We'll help you understand the principles and know when you need a specialist. We maintain a referral network of trusted CPAs, attorneys, and registered advisors for when you need them.
You schedule calls through our online calendar at times that work for you. Calls typically run 30-60 minutes. Between quarterly calls, you can reach out via email for quick questions.
Monthly subscribers can cancel anytime. No contracts, no penalties. Annual subscribers commit for the year at a discounted rate, with the flexibility to pause for up to 3 months if life circumstances change.