Find Financial Clarity
You don’t need to figure everything out before getting help.
You just need a starting point that makes sense — and support that fits your situation.
Each option below is designed for a different level of support, depending on how overwhelmed you feel and how much structure you need.
If you’re unsure what to choose, that’s completely normal — we decide together.
Financial Clarity Session
A focused 90-minute session to understand your finances and plan your next move.
Who this is for:
When you feel stuck, overwhelmed, or unsure where to start.
This is a focused 1:1 session designed to help you quickly understand your situation and identify your next steps.
Our focus:
- Reviewing your current financial situation
- Identifying immediate priorities
- Clarifying key decisions
- Mapping your next steps
- Identifying any professionals you may need
Your benefits:
- A clear understanding of where you stand
- Direction on what to focus on next
- Guidance on decisions that need attention
Investment:
$500–$750
Clarity Program
A coaching journey to transform financial overwhelm into confidence and clarity.
Who this is for:
If you’re ready to fully understand your finances and want guidance, structure, and accountability, this is for you.
This is a deeper, more personalized experience where we organize your full financial picture and build a clear plan for moving forward.
Our focus:
- Organizing your full financial landscape
- Understanding income, spending, assets, and obligations
- Exploring your options and key financial decisions
- Building a practical 90-day action plan
What's included:
- 8 private coaching sessions
- Financial Clarity Workbook
- Financial Snapshot Template
- Decision-making frameworks
- Personalized 90-day plan
- 12-month financial roadmap
Your benefits:
- A complete understanding of your financial picture
- A clear plan for what to do next
- Confidence in making financial decisions
- Structure and accountability to move forward
Investment:
$2500-$3500
Financial Guidance
For clients who want continued support, accountability, and guidance.
Who this is for:
If you don’t want to navigate financial decisions on your own and value having consistent support, this is for you.
This is designed for continued partnership as your financial life evolves and new decisions come up.
Our focus:
- Ongoing decision support
- Accountability and regular check-ins
- Navigating new financial situations
- Staying aligned with your goals
Your benefits:
- Continued clarity and support
- Confidence in day-to-day financial decisions
- A trusted space to think through what’s next
- Consistency so you don’t fall back into overwhelm
Investment:
$400-$800
Small Group Financial Clarity Sessions
Helping you understand your money in a simple, supportive way.
Who this is for:
If you don’t want to figure this out on your own—but you’re not quite ready for 1:1—this is for you.
These small group sessions are designed to help you understand your money in a simple, approachable way while learning alongside others in a similar place.
No judgment. No complicated language. Just real conversations and practical steps you can actually use.
Our focus:
- Understanding where your money is going
- Getting clear on your current financial picture
- Breaking through overwhelm and confusion
- Creating simple, realistic next steps
Your benefits:
- A clearer understanding of your financial situation
- Simple, realistic next steps
- More confidence in your financial decisions
- Less overwhelm and more direction
- Support and accountability from a group setting
Investment:
Will be tailored based on your needs and shared after a brief consultation
Supporting women in gaining financial clarity.
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