top of page

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 is helpful when you feel you have lost track and vision of your personal finance. 

​

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

Investment:  $500

 

Time: 4-6 weeks

​​​​

Included:

  • 4 scheduled Sessions 

  • 1 session, In-between support.

  • Custom-Made Budget

  • Household Finance 101 eBook

  • Money Back Guarantee
     

Learn More about the Program.    

Five-Degree Program

The Five-Degree Program is a 1:1 Master-Class in Personal Finance, designed to significantly improve your financial confidence, knowledge and forward trajectory. 
​​

  • Clarity and confidence around your finances.

  • Easy to use Custom made budget that projects cash flow. 

  • Money and Life goals 3, 5, 10 years and beyond.  

  • Efficient living by allocating dollars in meaningful ways.  

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

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

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

5.Degrees.thumbnail.png

Individual Sessions

Pick your topic!

  • Need help trimming a budget?

  • Getting out of debt?

  • Saving up to buy a home? 

Individual sessions are also designed as a flexible add-on / check-in option following the Five-Degree Program.           

Individual Financial sessions

Investment:  $100

 

Included:

Household Finance 101 eBook

Individual Sessions
bottom of page