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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 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 situation and forward trajectory. 

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

  • Identify and set money goals 3, 5, 10 years and beyond.  

  • Begin to live with efficiency while allocating dollars in ways that are meaningful to you. 

  • 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.  
     

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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
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