One on one guidance
These sessions are designed for anyone feeling overwhelmed by their monthly cash flow, whether you are trying to clear a persistent credit card balance or save for a specific project. We do not sell financial products or manage investments. Instead, we sit down with your real numbers to build a simple, repeatable framework that fits your actual life.
Many people find that generic advice does not work when car repairs or annual insurance bills arrive. During our time together, we will map out these lumpy expenses so they stop catching you by surprise every season.
How the session works
Before we meet, you will fill out a basic worksheet detailing your fixed bills and approximate income. Do not worry about tracking down every single coffee receipt — we only need the major figures to start. We will meet over a secure video call for 75 minutes to organize your accounts into a clear flow.
During the call, we will share a screen to build a customized, low-maintenance system. As one recent client noted, “I finally feel like I am driving the car instead of just riding in the backseat.” Within 48 hours of our call, you will receive a clean PDF summary of your new plan and a brief checklist of your next steps.
Pricing and booking
A single 75-minute consultation costs $120. This fee includes the preparatory worksheet review, the video session itself, and two weeks of follow-up email support to help you troubleshoot any friction points as you put your plan into practice.
If you need a deeper tune-up, we offer a three-session package for $300. This is particularly helpful for major life transitions… like switching to freelance work, buying a first home, or adjusting to a new baby.