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Strategy Session

FREE STRATEGY SESSION

I invite you to a complimentary Strategy Session. During the call, we will:

  • Create a high-level picture of your situation and current challenges.

  • Uncover frictions that are holding back your financial potential.

  • Leave the session with clarity, energy, and direction. 

This session can be particularly useful if you feel you have lost track and vision of your personal finance and forward trajectory. 

 

We’ll keep it light, honest, and to the point. No fluff – just a great conversation about money. Bring your questions – I am here - Let’s talk. 

Meet & Greet
3 – 6 Month Money Fit Program

Pay as you go:  $397/month   

 

Included:

  • 3 Sessions per Month

  • In-between Session Support

  • Custom-Made Budget

  • Household Finance 101 eBook

  • Money Back Guarantee
     

See FAQ for more details    

Money Fit Program

The Money Fit Program will teach you life-changing financial skills that will continue to serve you, year after year. 

  • Update your thinking around money by adopting great frameworks and assertive mindsets.  

  • Get a clear picture of your finances with a custom made budget that projects cash-flow well into the future.

  • Boost your net worth and stop leaving money on the table.

  • Identify and set goals 3, 5, 10 years and beyond. Build a vision to connect with, so that it all makes sense. 

  • Learn how to allocate dollars in ways that are meaningful.

  • Begin the journey toward financial freedom in a confidential and non-judgmental space with personal guidance.  
     

3-month Money Fit Program

Individual Sessions

Pick your topic! - Need a refresher on investment fundamentals or help trimming a budget? Saving up to buy your first home? These sessions can also be used as check-in's months or years after you finished a program.

Let's talk!        

Individual Financial sessions

Investment:  $97

 

Included:

Household Finance 101 eBook

Individual Sessions
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