Before you buy another course, app, or car, get a quiet, honest snapshot of where your money really stands.
The Steadfast Method is a simple, five‑step framework designed to help you understand where your money goes, protect what matters most, simplify your finances, negotiate better deals and multiply your savings. No hype, no guilt—just clarity and action.
Know exactly where your money goes using our Scorecard and Blueprint tools.
Protect essentials first. Build a simple structure that covers your needs.
Automate and eliminate wasteful recurring charges. Free up cash flow without stress.
Use proven scripts to lower bills and make smarter purchases—especially major buys like cars.
Invest your savings into goals that matter. Small changes compound over time.
Download our free Starter Kit to calculate your Steadfast Score and discover hidden savings right away.
Schedule a 30‑minute session to review your finances, identify savings and build a personalized action plan.
Upgrade to our Car‑Buying Concierge, join the Steadfast Circle, or work one‑on‑one with our advisors for ongoing support.
Start with the tools that give you clarity, then move into one-time reviews or ongoing support when you’re ready for deeper help.
A focused, one-time review of your income, bills, debts and spending. You’ll receive a simple written summary of what’s working, what isn’t, and the 3–5 most important changes to make next.
Best for: Getting an honest second look at your full money picture.
Book for $79We help you define the right vehicle, analyze real market pricing, and coach you through dealer offers and negotiation so you don’t overpay or get pushed into add-ons you don’t need. If we don’t save you at least our $800 fee on the deal, we refund the difference.
Best for: Anyone planning to buy or lease a car in the next 3–6 months.
Flat $800 with Savings GuaranteeA 60‑minute session with a Steadfast advisor to work through a specific problem—debt strategy, cashflow, bills, or an upcoming decision. You’ll leave with a clear plan and written next steps.
Best for: Turning your Assessment or Audit into a concrete action plan.
Session for $149Ongoing guidance for people who want steady progress, not a one‑time fix. Includes periodic check‑ins, light adjustments to your plan, and priority email access for questions as life changes.
Best for: Staying accountable and keeping your money system on track all year.
Join for $29/moUse the free tools to understand where you stand, then add the right level of support based on how much help you want and how fast you want to move.
| Offering | Main Purpose | Includes 1:1 Help | One-Time or Ongoing |
|---|---|---|---|
| Steadfast Assessment (tool) | Quick diagnostic of your overall money health. | No | One-time snapshot |
| Budget Blueprint (tool) | Shows how your spending compares to a steady pattern. | No | One-time blueprint |
| Bill Optimizer (tool) | Identifies bills and subscriptions that may be costing too much. | No | One-time review |
| Steadfast Audit | Deep review of your full financial picture and priorities. | Light, via written summary | One-time |
| 1:1 Coaching Session | Live problem‑solving around your specific situation. | Yes | One-time session |
| Steadfast Circle Membership | Accountability and adjustments as your life and goals change. | Yes | Ongoing |
| Car-Buying Advisor | Help you secure a better car deal with a savings guarantee. | Yes | One-time per purchase |
Average annual savings per client
Average discount on car purchases
Average reduction in monthly bills
“I saved over $1,100 a year on bills and got a car for $5,000 less than sticker. The Steadfast Method works!”
— A recent Steadfast client
“We cut $87 a month off our phone and internet bills after one Audit call. Simple and effective.”
— Steadfast member
North Carolina family of three: After a Steadfast Audit and car strategy review, they reduced recurring bills by $187 per month and secured a 2025 vehicle for approximately $4,200 under retail pricing.
This is the kind of steady, repeatable outcome we aim for: smaller monthly pressure, better big-ticket decisions, and more room for savings.
Begin your journey to steady finances with The Steadfast Starter Kit. You’ll receive our Scorecard calculator, Budget Blueprint, Bill Optimizer and the Calm Guide eBook—all free.
Let’s bring clarity and calm to your finances. Book your first Audit session or contact us to discuss how we can help.
Contact UsOur Audit is a 30‑minute session with an advisor to review your bills and spending, identify savings and build a personalized action plan.
Simply tell us what vehicle you want and we’ll negotiate on your behalf. You only pay a flat $800—and if we save you less than that, we refund the difference.
The Starter Kit includes our Scorecard, Budget Blueprint, Bill Optimizer and Calm Guide eBook. It’s designed to help you find quick wins and get organized.
If you’re ready to spend smarter, cut waste and make confident financial decisions, Steadfast can help. We work with individuals and families at all income levels.
Ready to take action? Fill out this form to schedule your 30‑minute audit. We’ll review your expenses, uncover hidden savings and map out a plan—no obligation.
We’ll respond within one business day to confirm your appointment and provide next steps.