Sweet Bobby Financial Coaching

Start with clarity. Go deeper only if you need to.

The free Snapshot is designed to help you see where you stand. The paid Roadmaps are for families who want a written plan built from their real numbers and personally reviewed by Bobby.

Start with the Free Snapshot

Who processes your payment?

Sweet Bobby is a service of Trader Nerds, LLC. Stripe checkout may show Trader Nerds, LLC as the merchant. That is the same legal business operating Sweet Bobby.

Starter Roadmap

$497

For clarity on the basics.

30-minute intake
Income and net-worth snapshot
Custom 70/30 budget
Basic debt prioritization
Top five action steps
Polished written plan
Personally reviewed by Bobby

Purchase Starter Roadmap · $497

Pathfinder Roadmap

$997

For families who want the full picture.

60-minute intake
Everything in Starter
Debt elimination waterfall and timeline
Retirement illustrations at three growth rates
Inventory and plain-English explanation of the accounts you already have
Insurance and estate questions and gaps to discuss with the appropriate professional
Social Security illustrations using the information you provide
Prioritized action guide
Personal coaching letter
Personally reviewed by Bobby

Pay $997 in Full Start 2-Payment Plan · $525 Today · $1,050 Total

Payment plan total: $1,050. First payment is $525 today. Second payment of $525 is due in 30 days and is handled separately. This is not an open-ended subscription.

Going through a hard season? Apply for a scholarship →

Scholarship help may be offered toward Starter, Pathfinder, or Elite Roadmaps. Availability is limited, approval is not guaranteed, and any offer is communicated directly.

Elite Roadmap

$1,997

For complex situations and more Bobby time.

90-minute intake
Everything in Pathfinder
30-day follow-up call
Two rounds of revisions
Spouse or partner included
Priority delivery
Direct email access for 30 days
Full household financial-picture review

Pay $1,997 in Full Start 2-Payment Plan · $1,099 Today · $2,198 Total

Payment plan total: $2,198. First payment is $1,099 today. Second payment of $1,099 is due in 30 days.

Not sure which Roadmap fits?

Start with the free Financial Snapshot. If cost would create another financial problem for your family, scholarship help is available for a limited number of households going through a genuine hardship.

Start Free Snapshot Apply for Scholarship

90-Day Coaching Partnership

$2,497

For families who already have a Sweet Bobby Roadmap and want 90 days of accountability. The coaching relationship includes three 45-minute calls, email access, and a plan revision at day 90.

This relationship product is offered by conversation rather than a one-click checkout during the pilot.

Need a different path?

Start free, pay over time, or ask for help.

The free Financial Snapshot is always available. Pathfinder can be purchased in full or started with the two-payment option.

If paying full price would create another financial problem for your family, a limited number of scholarship spots are available for households going through a genuine hardship.

Start Free Snapshot Apply for Scholarship

Sweet Bobby provides financial education and coaching. Roadmaps organize information, illustrate scenarios, identify questions and priorities, and help clients prepare for decisions. They do not constitute individualized investment, tax, legal, or insurance advice.

Before purchasing, please review our Policies, Privacy & Terms.