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Let's Work Together

Money is not the most important thing in our life, but it does touch so many aspects of it. You can use your money to live a life that you enjoy, but only if it’s managed right! 

Unfortunately, we were not taught how to manage our money growing up.

I am on a mission to change that!

Can You Be Doing Better With Your Money But Don't Know Where To Start?

Wouldn’t it be nice to have an easy-to-follow system for managing your money?

Oh if only you had a blueprint to reach your financial goals faster!

Now you can have one. A custom blueprint!

 

Introducing

The Clarity Session

In just 2 hours, you can start to transform your financial future!

This session gives you a jumpstart with your money in the right direction.

You will leave with a clear vision of your money, control over where it is going, and confidence as you will have a custom plan to help you reach your financial greatness. A plan based on your values and goals.

How would you feel if you had…

✓ A solid money plan based on numbers you can live with. I won’t tell you that you can’t buy your favorite latte!

✓ A money management system that takes the guesswork out of managing your money.

✓ A strategy for paying off your debt. Find the best way to pay it off for you. There is more than 1 way.

✓ A savings strategy. Feel confident and secure knowing you’re ready to handle what life may throw at you.

 

If you're ready to reduce your stress & reach a whole new level of confidence with your money, take action now!

Clarity Session

Individuals & Couples

$495*

Businesses + Personal

$595*

*Fun Fact: I’ve shown every client I’ve worked with how to increase their savings by this amount within the first 1-2 months of implementing their plan! 

Self-Paced Digital Course for Individuals & Couples

 $149

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Common Qs And As:

Who is this for?

This is perfect for you if you are ready to make huge financial progress! You want to tell your money where to go instead of wondering where it went. You want to grow your savings. You want to manage your money smarter. You want a realistic custom plan for your money.

Who is this NOT for?

This is not for you if you want an overnight, quick fix. You aren't ready to look at your spending habits. You are unwilling to have open & honest communication. (Both with me, and if married, your spouse.) Or if you aren't open to trying new strategies.

What do I need to do before the session?

As soon as you book your session you will receive an email with instructions. There is prep work that I ask you to complete and return 48 hours prior to your session. I also include a video explaining how to complete the prep work. I'll call you to see if you have any questions. After that's turned in, all you need to do is show up for your Clarity Session.

What does the prep work consist of?

The prep work consists of 2 documents.
Questionnaire - this helps me learn your values, what you want in your life, and your relationship with money.
Expense worksheet - this helps us get a clear picture of your financial situation.

What can I expect to takeaway from this session?

I'm confident your investment will more than pay for itself! You'll leave with a realistic custom plan that you can start implementing right away. This plan will show you how you can grow your savings, pay off your debt, and start reaching any other financial goals. Plus you will learn a simple money management system. This framework can be utilized for the rest of your life! This will result in reducing any stress or frustration you may feel around your finances.

What if I know I need more help than a one-time session?

The Clarity Session gives you the jump start you need to confidently manage your money. Most clients will need additional support in implementing their new plan, learning new skills, and building good habits. If you know you want to make a transformation with your money, that happens with ongoing coaching. I offer 3 & 6-month options. We can discuss the best option for you at the end of your Clarity Session.

What if I only want one session?

Some clients already have an awareness of their financial situation and a good money management system. All they need is someone to help them build a roadmap to help align their current daily decisions, habits & expenses with their financial goals. Once they have the roadmap and know the needed action steps to take, they can confidently implement this on their own. If this is the case for you, then the Clarity Session is right for you!

I have a small business, can you still help me?

Absolutely! We can create a plan for both your business and personal expenses! Gaining awareness of what you need for your personal expenses is the first step needed. Once we have that we will work on your business expenses. This helps you clearly see what you need to make each month to cover both your business and personal expenses. As this requires a little more time, please make sure to book the Business + Personal Session.

Can you give me investment advice?

No. I am not a licensed financial advisor. Financial advisors help you buy & sell various investments like stocks, bonds, etc... They also help you calculate and project a variety of situations for your retirement future. Like your investments, rate of return, risk tolerance, asset allocation, and more. As a financial coach, I help you with your day-to-day money. The income coming into your account and the expenses going out.

Does my partner need to join the session?

If you share your expenses I highly recommend that your partner join the Clarity Session with you. This helps you both gain awareness of your financial situation and contribute to the creation of the custom plan that you both will be implementing. I do understand that this may not always be possible. My goal is to get you moving forward in your financial journey, even if that means you meet with me alone.