$125 · 45 minutes

Build the Roadmap.
Understand the Behavior.
Create What Comes Next.

Financial Roadmapping · Root-Cause Coaching · Legacy Building

We find the real bottleneck and determine which path fits. If none of them fit, we’ll tell you.

Coaching-only · No products sold · No commissions · We operate with a fiduciary mindset

THE COACHING DIVISION

A Financial System Built Around Your Actual Life.

MKK Wealth is financial coaching for people who want more than a budget. We help you understand where your money is going, why certain financial patterns keep repeating, and how to build a system designed around what you're actually trying to accomplish.

The process combines financial roadmapping, behavioral coaching, accountability, and long-term planning into one structured experience.

COACHING ONLY • NO PRODUCTS • NO COMMISSIONS

THE MKK WEALTH FRAMEWORK

01 - UNDERSTAND

Your cash flow, obligations, goals & current financial position

02 - IDENTIFY

The habits, behaviors & decisions affecting your progress

03 - BUILD

A practical financial system you can actually maintain

04 - ADVANCE

From stability -> growth -> wealth -> legacy

ROOT-CAUSE FINANCIAL COACHING

The Sanders Method

A deeper approach to financial coaching that examines the beliefs, habits, experiences, and behavioral patterns influencing the way you make financial decisions — so we can build strategies that work in your actual life.

Presence

Understand where you are today without judgment. We establish a clear picture of your financial reality before trying to change it.

The Lens

Explore the experiences, beliefs, and patterns shaping the way you think about and interact with money.

Laddering

Turn what we uncover into deliberate, manageable steps that move you toward the financial life you’re trying to build.

01

TEACH

Build the financial knowledge needed to make informed decisions and understand the strategy behind them.

02

UNDERSTAND

Connect what you learn to your goals, behaviors, priorities, and real-life financial circumstances.

03

ACT

Turn the strategy into clear, practical actions you can consistently execute.

THE JOURNEY

How It Works

01

STRATEGY CALL

$125 · 45 minutes
We find the real bottleneck and determine which path fits. If none of them fit, we’ll tell you.

02

ONBOARDING

Complete your intake, setup, and client portal access so we have a clear picture of where you are today.

03

SESSION ONE

We start with the financial topic costing you the most right now.

04

THE WORK

We continue monthly or across the 8-session package. The topic is taught, the underlying behavior is explored, and a clear action is assigned.

Three Ways to Work Together

THE BLUEPRINT

$350/mo

+ $250 one-time setup

Best for: You want a clear financial picture and a structured roadmap for what comes next.

  • One 60-minute session per month
  • Full financial roadmap
  • Net worth, cash flow & debt mapping
  • Retirement & legacy mapping
  • Ongoing roadmap updates

MOST POPULAR

THE BLUEPRINT + METHOD

$2,797
one-time

Best for: You want the complete experience — a financial roadmap plus deeper behavioral coaching to help you follow through.

  • 8-session coaching experience

  • Everything in The Blueprint

  • Financial topic + behavioral work each session

  • Session worksheets

  • Between-session assignments

THE METHOD

$150/mo

+ $150 one-time setup

Best for: You understand the numbers, but changing the patterns behind them has been the harder part.

  • One 60-minute session per month

  • Sanders Method coaching

  • Root-cause financial coaching

  • Focused behavioral work

  • Action steps between sessions

  • Financial roadmap not included.

Built for the Right Fit

THIS IS FOR YOU IF:

  • You make decent money but can’t explain where it all goes
  • You’ve made financial plans before but struggled to stick with them
  • You want a clear financial roadmap instead of guessing what to do next
  • You want to understand the habits and patterns affecting your money
  • You’re ready to do the work between sessions and make real changes

THIS ISN’T FOR YOU IF:

  • You want stock picks or specific investment recommendations
  • You want someone to manage your money for you
  • You’re looking for a quick fix instead of changing financial habits
  • You want a plan you never have to revisit or adjust
  • You’re not ready to actively participate in the process

Frequently
Asked
Questions

Clarity before you commit. We believe in total transparency regarding what our coaching provides and, equally important, what it does not.

ARE YOU A FINANCIAL ADVISOR?

No. MKK Wealth is coaching-only. We don't sell financial products, earn commissions, manage money, or provide personalized investment recommendations. Our role is financial coaching and education.

DO YOU SELL INSURANCE OR INVESTMENTS?

No. MKK Wealth does not sell insurance, investments, or other financial products.

WHAT SOFTWARE DO YOU USE?

We use professional financial planning software to help build your financial roadmap, along with a private client portal for your coaching experience.

CAN I SWITCH TIERS?

Yes. Monthly clients can change tiers at a monthly renewal. If you're in The Blueprint + Method 8-session package, contact MKK Wealth to discuss available options.

HOW IS THIS DIFFERENT FROM THERAPY?

The Sanders Method is financial coaching focused on money behaviors, beliefs, decisions, and practical action. While some of our questioning techniques are influenced by psychological frameworks, MKK Wealth does not provide therapy, diagnose mental health conditions, or replace care from a licensed mental health professional.

WHAT IS YOUR REFUND POLICY?

Please review the MKK Wealth refund and cancellation policy before purchasing. Applicable terms are also provided during enrollment.

The plan is the easy part.
Let's fix the reason it didn't hold.

A focused 45-minute conversation to understand where you are, what’s getting in the way, and which path fits.

MKK Financial Logo

Financial education and coaching designed to help clients understand their numbers, their decisions, and what comes next.

We operate with a fiduciary mindset.

© 2026 MKK Financial. All rights reserved. | MKK Financial is operated under MKK Enterprise LLC.