The Money Transformation Session

Ready to go deeper and create real, lasting change?
This powerful 2-hour session is for individuals who are ready to do more than just get organized, they’re ready to completely transform their financial lives.

We’ll take a full 360° view of your finances and build a strategy that covers budgeting, debt, savings, credit, mindset, and more. You’ll walk away with not only a plan, but the tools, support, and accountability to follow through.

What’s Included:

• Simple But Solid Budget: We’ll create a clear, realistic budget you can actually stick to, designed around your income, lifestyle, and goals.
• Savings Plan: Develop a personalized savings strategy to build a financial cushion and work towards your dreams.
• Debt Repayment Plan: Tackle your debt with a clear strategy and realistic timeline that helps you gain momentum and peace of mind.
• Credit Report Audit + Steps to Improve: Get a walkthrough of your credit report and personalized guidance on how to raise your score and avoid costly mistakes.
• Net Worth Snapshot: We’ll calculate your net worth and talk about how to grow it, so you have a clear picture of where you stand and where you’re headed.
• Money Management Tips: Learn actionable tips to enhance your daily money management practices.
• Money Mindset + Goals Exercise: We’ll address limiting beliefs and align your financial goals with the life you want to build.
• Editable Templates: You'll receive savings, debt, and budgeting templates you can use again and again.
• Expert Guidance: Benefit from professional financial advice tailored to your unique situation, empowering you with the knowledge to make informed decisions.
• Personalized Action Plan: Leave the session with a step-by-step action plan, equipped with strategies designed to address your specific financial challenges and help you reach your goals.
• 60 Days of Email & Text Support: For two full months, you’ll have direct access to ask questions, share updates, and get continued guidance, so you’re never left figuring it out alone.

• Two 30-Minute Follow-Up Calls
  You’ll get two check-in calls to ask questions, review your progress, and stay on track.

Why Book a Session?

The Money Transformation session is for you if you’re ready to stop starting over and finally feel in control of your finances. It’s deep, strategic, and supportive, perfect for those who want long-term change, not quick fixes.

What Happens Next?

Once you book your session, you’ll receive an email with essential instructions to prepare for our meeting. Completing the pre-session forms is crucial, so please ensure you provide a valid email address. This preparation allows us to make the most of your session and jumpstart your financial transformation.