What You’ll Get:

After completing the Startup Package and following the steps, you’ll have:

Organized Finances

Your whole financial life will be visible and stored in one place.
 

Clear Priorities

Through this process you will define what’s most important to you.
 

A Linear Path

You will have the start of a map towards your most cherished goals.
 

Lower Stress

You’ll have the tools and skills to help you weather life’s financial storms.
 

What’s Involved?

When you purchase the Startup Package you’ll receive –

Live Discovery (15 min.)

The process begins with a short consult where I’ll ask about your financial goals, and any specific challenges you’d like to work on. This helps me to ensure you’ll get value from the package and gives us a chance to chat before we begin. You’ll receive a take-home guide and template for getting started on getting your finances organized.

Live Session 1 (1 hour)

In this session we get the lay of the land down on paper, as I get a picture of your financial life.  Organization begins here, and we discuss the methods that will lead to success. You’ll receive a take-home guide and template that will help you prepare for Session 2.

Live Session 2 (1 hour)

Here your new financial life crystallizes as we build a system that’s just for you. Your budget will start you off running, with new skills and techniques. You will receive a take-home guide summarizing the session’s learnings.
 
Live Session 3 (1 hour)

An opportunity for some troubleshooting, and the addition of a few new layers will level up your budgeting efforts.

Live Session 4 (1 hour)

Another check in, plus more tools and tactics to get you on your way to feeling confident and in control of your money. By the end of session 4, if you’ve followed all the steps, you’ll have a smoothly operating budget, and savings beginning to pile up.