Investment: $95

First Step to financial clarity session

A single-session package designed to give you clarity about your current income and expenses. During this session, we’ll assess your financial situation, identify where your money is going, and outline simple next steps to help you move toward your goals. Perfect for those just starting their financial journey or looking for a quick financial check-in.

What’s Included?

Income & expense audit

  • Review your current income sources and spending habits.
  • Identify patterns, areas of concern, and potential for savings or adjustments.

Financial snapshot

  • Gain a clear understanding of where your money is going each month.
  • Receive a breakdown of fixed vs. variable expenses.

Next Steps & Recommendations

  • Walk away with 2–3 actionable steps to start building a financial plan.
  • Options for ongoing coaching, if desired.

Why Choose the first step to financial clarity package?

Whether you're budgeting for a new season in life, planning for a major milestone, or simply ready to take control of your finances, the First Step to Financial Clarity Session Package is a simple, effective way to start your journey toward financial peace.

Are you ready to create a financial plan that works for you?
Let’s work together to create a plan that’s as unique as you are!

Start Planning Today
Facebook Instagram Pinterest