Financial Advice
The Check-In.
This one-hour virtual or in-person meeting gives you the chance to ask any financial questions you want — no strings attached. Whether you’re unsure about tax deductions, trying to plan a savings goal, or just need a second opinion, The Check-In helps you walk away with clear answers and actionable advice. You’ll leave with personalized notes and next steps designed to help you feel confident moving forward.
The Growth Plan
The Growth Plan gives you two 1-hour calls each month for those ready to take a deeper dive into long-term success. You’ll receive everything included in The Framework — your custom budget, spreadsheets, and monthly progress reviews — plus mid-month check-ins to fine-tune goals, analyze debt payoff progress, and plan ahead for major purchases or life changes. This tier offers the highest level of accountability and guidance, keeping you consistently moving toward financial freedom.
The Framework.
The Framework includes a monthly one-hour call to help you build consistency and long-term habits around your money. In your first session, we’ll create a personalized budget and provide custom spreadsheets for tracking expenses, credit card debt, and savings goals. Each month afterward, we’ll review your progress, update your plan, and make sure your financial roadmap keeps you on track — all while answering any tax or planning questions along the way.
