Service Description

Ready to get unstuck and take control of your finances? In this no-pressure session, we’ll talk about your current financial goals, identify what’s holding you back, and map out a clear, simple path forward. Whether you’re just getting started or want to grow what you’ve built, this call is designed to bring clarity and confidence. Please come prepared with the following items for your 30-minute financial consultation: Most recent pay stub or summary of all income sources A list of monthly expenses (bills, subscriptions, lifestyle costs) Any current debts (credit cards, loans, etc.) with interest rates Current savings and/or investment account balances Your top 2–3 financial goals (short or long term) Any upcoming financial decisions or concerns (ex: moving, large purchases, job changes)