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Our Services

Calculator And Documents
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Smart Money Made Simple —
Personalized Budgeting & Financial Clarity

 

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At The Dapper Coin, we blend education, coaching, and practical tools to help you take control of your finances with confidence and clarity. Whether you’re just starting your money journey or looking to refine the system you already have, we offer tiered services to fit every budget, learning style, and life stage.

01

Budget Setup
(One-Time Service)
$29–$59

A structured foundation for beginners who want clarity fast.

 

Includes:

  • Custom budget template 

  • Personalized categories based on your lifestyle

  • Limited email support for questions

  • Starter financial checklist

 

Perfect for: New budgeters, students, busy families, or anyone needing a simple reset.

03

Monthly Budget Coaching (Ongoing)
$99–$199/mo

Hands-on accountability and ongoing support.

 

Includes:

  • Monthly budget rebuild or adjustments

  • 30-minute accountability call

  • Monthly spending audit

  • Savings + debt tracking

  • Unlimited messaging support between sessions

 

Perfect for: Anyone who thrives with structure + encouragement

05

Financial Starter Kits
🪙✨COMING SOON!🪙✨

Financial Starter Kits are curated digital packages designed to help users navigate specific life stages or transitions with confidence. Each kit combines education, templates, worksheets, and planning tools.

02

Budget Audit
(One-Time Service)
$149–$249

A deep dive into your finances to reveal patterns, leaks, and opportunities.

 

Includes:

  • Analysis of 3–6 months of spending

  • Overspending hot spots

  • Personalized recommendations

  • 30-minute review call

  • Customized savings and debt
    suggestions

 

Perfect for: Households ready to make intentional decisions.

04

Premium Annual Planning Package
$399–$699/yr

The full-year financial transformation system.
 

Includes:

  • 12-month personalized budget design

  • Quarterly review calls

  • Goal setting + progress tracking

  • Holiday + seasonal budget planning

  • Full product library access (coming soon)

 

Perfect for: Professionals, families, and clients seeking long-term change.

06

Subscription-Based Budget Club (Membership Program)
🪙✨COMING SOON!🪙✨

The Dapper Coin Budget Club is a monthly membership designed for people who want ongoing support, fresh tools, accountability, and fun financial education. Members receive exclusive content, private community access, monthly challenges, and live coaching.  

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The Dapper Coin templates simplified my entire financial life. For the first time, I can actually see where my money goes. It was easy to stick to my customized plan. The clean design and step-by-step prompts made it easy, even for someone who hates spreadsheets. 

Megan

Connect with us for more info about our services.

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THE DAPPER COIN

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