Services designed around your needs
Choose the level of support that matches where you are and where you want to go.
How to choose
Not sure which service fits your situation? Here's a simple framework:
Begin with the Financial Foundations Workshop to build your baseline knowledge.
The Debt Elimination Strategy gives you a clear roadmap out.
The Investment Starter Consultation demystifies the process.
Monthly Financial Advisory keeps you on track as life evolves.
Our services
Financial Foundations Workshop
Three intensive hours covering everything you wish someone had taught you years ago.
What you'll learn:
- How to build a budget that actually works (not the restrictive kind)
- Cash flow optimization strategies
- Debt management fundamentals
- The psychology of spending and saving
- Emergency fund planning
Ideal for: Anyone starting their financial journey or needing a reset.
Strategic Money Mapping
One-on-one personalized session where we build your custom 90-day financial action plan.
What's included:
- Deep-dive financial assessment
- Custom strategy document
- Milestone mapping with clear checkpoints
- Resource recommendations
- 30-day follow-up check-in
Ideal for: People who know what they want but need a structured path to get there.
Debt Elimination Strategy
Custom roadmap for systematically eliminating debt using proven acceleration methods.
What we'll create:
- Complete debt inventory and analysis
- Prioritization strategy (avalanche vs. snowball)
- Payment acceleration timeline
- Negotiation scripts for creditors
- Monthly tracking system
Ideal for: Anyone carrying multiple debts and feeling stuck in minimum payments.
Investment Starter Consultation
Two comprehensive sessions demystifying investments and building your portfolio framework.
Session breakdown:
- Session 1: Investment fundamentals, risk assessment, goal alignment
- Session 2: Portfolio construction, platform selection, automation setup
- Custom investment policy statement
- Ongoing resource access
Ideal for: Those ready to invest but paralyzed by options and uncertainty.
Monthly Financial Advisory
Ongoing monthly guidance with accountability check-ins and strategy adjustments.
Each month includes:
- 60-minute strategy session
- Progress review and course corrections
- Email support between sessions
- Accountability tracking
- Adapted guidance as circumstances change
Ideal for: People who want consistent support and accountability over time.