Whether you're stuck in survival mode or ready to get fully aligned with your financial goals, our personalized 1:1 Financial Strategy Session is designed to meet you exactly where you are.

We'll dive deep into your unique money situation—looking at what’s working, what’s holding you back, and where you want to go next.

During your session, we’ll:

  • ✨ Assess your current finances—your income, expenses, debt, and financial habits

  • ✨ Clarify your financial goals and identify what’s standing in your way

  • ✨ Create a clear, step-by-step action plan tailored to your goal, lifestyle and needs.

You’ll walk away with a clear, personalized action plan and a renewed sense of confidence—no more guessing, no more stressing. Just your next right steps with expert support.

LET'S UNLOCK YOUR FINANCIAL POTENTIAL TOGETHER!

The Money Reset – $249

A focused 90-minute session to help you get organized and back on track.

Perfect if you need a solid financial check-in, help with budgeting, or want a jumpstart plan.

Includes:
✨90-min Zoom session
✨Budget review or creation
✨Savings strategy
✨Personalized action plan
✨30 days of email support

Book The Money Reset

The Money Transformation – $699

A full financial reset for those who are ready to go deeper and create lasting change.

In this 2-hours session, we'll tackle debt, credit, savings, mindset, and more—plus continued support and accountability.

Includes everything in The Money Rest, plus:
✨Debt repayment plan
✨Credit report audit + improvement steps
✨Net worth calculation
✨Money mindset & financial goals exercise
✨Templates for savings, debt, and budgeting
✨Two 30-minute follow-up calls
✨60 days of email & text support

Book The Money Transformation

You don’t have to figure it out alone.

The 1:1 Financial Strategy Session is designed to help you take control of your money with a personalized plan that actually works for YOU. Whether you want to:

✔️ Break the paycheck-to-paycheck cycle
✔️ Create a budget that fits your life (without feeling restrictive)
✔️ Build a debt payoff strategy that finally sticks
✔️ Save consistently without feeling like you’re “sacrificing” everything
✔️ Gain clarity and confidence in your financial future

This session gives you the tools, guidance, and support to make it happen!

Let’s transform your finances—together.

Schedule a Complimentary Discovery Call

💫You’re One Decision Away From a Financial Reset💫

No matter where you’re starting, you deserve to feel in control of your money—and confident about what’s next.

This isn’t just a financial strategy session. It’s your first step toward peace of mind, clarity, and a plan that actually works for your life. Whether you need a reset or a full transformation, you’ll be supported every step of the way.

✨ You don’t have to figure it all out on your own.
✨ You just have to take the first step.

Choose the path that fits your journey—and let’s get to work.

You’ve got goals. I’ve got the tools to help you reach them.

Let’s Transform Your Finances

FAQs

Who is this personal strategy session best for?

This financial strategy session is perfect for individuals who are serious about taking control of their money. Whether you’re new to budgeting, working to pay off debt, saving for major goals, or simply feeling stuck with your finances, this session provides the personalized support you need to move forward.

What can I expect during the personal strategy session?

During our 90-minute Zoom money strategy session, we’ll take a deep dive into your financial situation. Together, we'll identify your goals, challenges, and opportunities. You’ll leave with a clear, customized action plan for budgeting, debt repayment, saving, or building better money habits — designed just for you.

What should I prepare before the session?

Before your financial strategy session, you’ll complete a short intake form to help me understand your current money situation. It’s best to gather details like your income, debts, loan terms, monthly expenses, savings balances, and bill due dates. The more information you share, the more tailored and effective your money management plan will be!

Is this session just about budgeting, or can we cover other areas?

While budgeting is a key focus, this financial strategy session can cover anything you need — including debt payoff strategies, credit improvement, savings plans, and even money mindset support. Every session is customized to your personal finance goals.

What’s included after the financial strategy session?

After our session, you’ll receive your personalized financial action and savings plan along with 30 days of email support for any follow-up questions.

If you booked the Money Transformation session, you will receive your personalized financial plans, worksheets and templates, along with 60 days of email support for any follow-up questions and two
30-minute progress call to help you stay accountable and adjust your plan as needed.

I feel embarrassed about my finances. Is this coaching still for me?

Absolutely! This is a completely judgment-free zone. No matter where you're starting from, my goal is to provide you with financial coaching that feels supportive, empowering, and shame-free.