Your Journey Starts With the Discovery Session
I know I should do better with my money.
I've tried budgeting before and it just doesn't work for me.
I am overwhelmed and I don't know where to begin.
I need to get organized!
You are not alone! It is my passion to provide solutions to challenges and more without sucking all the fun out of money. I provide my clients with the discipline, without judgment, that they often cannot provide for themselves. I believe in consistent progress, not perfection. With commitment and the right plan, you can win! I work with clients around both the behavior/beliefs about money as well as the practical side, like budgeting and planning.
What are you telling yourself about money?
Together we will design a clear money plan that gets you organized to repair or prepare for your future financial success.
What will you gain during your Discovery Session?
An income and expense assessment
A structure to organize your money for easy implementation
A debt-payoff and savings plan without sacrificing all the fun.
Discussion of your unique 2-3 money challenges and concerns
Tailored action steps to take to improve your specific situation, reducing your stress
What is included?
All Prep Work**From the moment you schedule, I will be here for you.
Two Hour Virtual Strategy Session $397
The heart of my business is the personal level of service I offer along with tools, knowledge and experience to create a plan to help you become financially solid.