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$550 | 3 Months of Personalized Guidance
Building better financial habits and systems doesn’t happen in one meeting. Questions come up as you start implementing—and that’s exactly why this advisory is designed to support you beyond the initial session.
We’ll begin with a 60-minute one-on-one strategy session to review your current financial picture, identify your priorities, and create a clear plan for the next 90 days.
From there, you’ll have continued access to guidance as you put your plan into action.
60-Minute Strategy Session
We’ll review where you are today, identify gaps and opportunities, and determine the financial priorities you should focus on first.
Personalized Next Steps
You’ll leave with clear, practical recommendations based on your business, finances, and goals.
90 Days of Advisory Access
As you implement your plan, questions will naturally come up. You’ll have access to me throughout the quarter for quick questions, clarification, and reasonable follow-up support related to your strategy. When needed, we can schedule a brief follow-up call to help keep you moving forward.
Implementation Guidance
I don't just tell you what needs to change. I help you understand how to implement it—from separating business and personal finances to improving your financial systems, preparing for taxes, and making more strategic business decisions.
At the end of your 90-day advisory period, you can choose to continue your advisory access for another quarter at $550.
Get organized. Get guidance. Make your next move with a strategy.
$550 | 3 Months of Personalized Guidance
Building better financial habits and systems doesn’t happen in one meeting. Questions come up as you start implementing—and that’s exactly why this advisory is designed to support you beyond the initial session.
We’ll begin with a 60-minute one-on-one strategy session to review your current financial picture, identify your priorities, and create a clear plan for the next 90 days.
From there, you’ll have continued access to guidance as you put your plan into action.
60-Minute Strategy Session
We’ll review where you are today, identify gaps and opportunities, and determine the financial priorities you should focus on first.
Personalized Next Steps
You’ll leave with clear, practical recommendations based on your business, finances, and goals.
90 Days of Advisory Access
As you implement your plan, questions will naturally come up. You’ll have access to me throughout the quarter for quick questions, clarification, and reasonable follow-up support related to your strategy. When needed, we can schedule a brief follow-up call to help keep you moving forward.
Implementation Guidance
I don't just tell you what needs to change. I help you understand how to implement it—from separating business and personal finances to improving your financial systems, preparing for taxes, and making more strategic business decisions.
At the end of your 90-day advisory period, you can choose to continue your advisory access for another quarter at $550.
Get organized. Get guidance. Make your next move with a strategy.