After working one on one with me you will:

  • Know how to create an Intuitive Money Plan

  • Have clarity on what you value most in life

  • Use that clarity to invest in the things that will bring you the most satisfaction

  • Be able to easily see where you’re headed financially

  • Feel confident that you can handle whatever life throws at you in the future


And come away with:

  • 5+ PDF worksheets you can revisit again whenever you need or want

  • Access to it all in one central client portal

  • A money snapshot spreadsheet that helps you clearly see where you are

  • A money map spreadsheet that helps you clearly see where you’re going

  • Simple, proven strategies for reaching your financial goals

  • Your three core values identified to make investing in the important things easy


In our time working together, you’ll get:

  • One on one coaching sessions to get guidance and personalized support

  • Unlimited email/voxer support so you have a coach in your pocket at all times

  • The Six E Framework to help guide you

  • A customized monthly budget planning guide to be sure that you don’t miss anything important