YOUR MONEY STRATEGY
An intensive coaching session that turns financial stress into clarity + personalized action plan designed around your life.
Tell me about your dream
lifestyle. Let's talk about your goals & aspirations.
I'm here to listen...
System
Insurance Planning
Planning
Planning
Planning
Planning
Strategy
What to expect:
Our discussion may revolve around one or two of the above focus areas. It really depends on what we'll discover during the initial assessment call.
The final output is a Personalized Money Action Plan!
Let me break down the steps for you:
Step
1
Book a Financial Assessment Call
Let’s start with a free 20-minute Zoom call. No pressure, no sales pitch – just a genuine conversation about where you are and if the Money Strategy Session is your best next step.
Step
2
Complete your financial discovery
Get clear on your numbers and goals through our carefully designed intake questionnaire and financial worksheets. This helps me understand your unique situation and prepare strategies tailored for you.
Step
3
Transform confusion into clarity
Join me for an intensive 2-2.5 hour coaching session where we’ll turn your financial puzzle pieces into a clear picture. Together, we’ll create strategies that align with your lifestyle and goals. You will walk away with a detailed Money Strategy document that breaks down exactly what to do next. No more guessing – you’ll have clear, specific steps to move toward your financial goals.
Step
4
Get implementation support
Get continuous guidance for two weeks after your session. Ask questions, share challenges, and receive support as you implement your money strategy.
