Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Duration: 3 monthly sessions (90 minutes for the first session. 45 minutes for the next two sessions)
Goal: Build long-term clarity, confidence, and momentum.
Perfect for: Clients ready to take full control of their finances and commit to meaningful change.
What it is:
We start with a comprehensive deep dive into your finances — income, expenses, debt, savings, and goals. Over the next 3 months, we meet monthly to track your progress, adjust your plan, and create a personalized roadmap to reach your financial goals. We cover budgeting, investing, and long-term wealth-building strategies, so you feel confident and in control every step of the way.
Duration: 3 monthly sessions (90 minutes for the first session. 45 minutes for the next two sessions)
Goal: Build long-term clarity, confidence, and momentum.
Perfect for: Clients ready to take full control of their finances and commit to meaningful change.
What it is:
We start with a comprehensive deep dive into your finances — income, expenses, debt, savings, and goals. Over the next 3 months, we meet monthly to track your progress, adjust your plan, and create a personalized roadmap to reach your financial goals. We cover budgeting, investing, and long-term wealth-building strategies, so you feel confident and in control every step of the way.