You've built a solid income. Maybe two of them. But somewhere between the paychecks, the mortgage, the retirement contributions, and everything else, you start to wonder: Could we be doing better with this?
A deep-dive coaching appointment where we'll get clear on your starting point, define where you want to go, and build a concrete plan to get there - one you can actually implement.
We cover your full financial picture together: income, spending, savings, debt, and goals. You'll walk away with real clarity on where your money has been going and a plan built around your real life.
I call your first coaching session a Launch Session, because it’s really your starting point to making change with your money. You’ll choose your session type based on if you’re a salaried professional or a small business owner.
2-hour virtual appointment to create your personalized plan
Includes session recording and detailed implementation write-up
Investment: $597
2.5-hour virtual appointment to create your custom plan for personal & business finances
Includes session recording and detailed implementation write-up
Investment: $997
This is not Dave Ramsey. I'm not going to tell you to cut up your credit cards or stop eating out. I work with high earners who want a system that fits their actual life, not a budget built for someone else's. I know that in order for this to work for you, it has to be sustainable. So this is not the Baby Steps or a one-size-fits-all budget that you can easily Google.
Book a free discovery call first. We'll talk through where you are and whether the Launch Session is the right fit.
