Here's How The Strategy Session works:
Stop worrying that you need to have your numbers perfect before you book. I am not here to judge your latte spending.
I am here to help you get to your desired life- the finances simply support that life. We spend 60 minutes focused on high-level strategy, not digging through receipt shoeboxes.
Here is exactly what we do in the hour:
- The MAP-Direction: We start with your Vision, not the money. We filter the noise to clarify the life you want. We must define the destination so we know exactly what we are funding. (Result: No more spinning on "what if.")
- The MATH-Financial Snapshot: We take a High-Level Financial Snapshot. We don't do deep-dive accounting here; we spot the major blind spots and strategic gaps that could derail your plans. (Result: You see the hurdles before you hit them.)
- The METHOD: The Plan: We turn those insights into an Action Plan. You leave with clear, actionable steps on exactly what to do next to close the gaps and build (or repair) your bridge to the future you want. (Result: You sleep better knowing you have a deadline and a plan.)
So, Book Your Strategy Session today.
Stop fearing that you'll make the "mistakes of all mistakes". Stop using AI as your financial planner. (AI is only as good as your questions. It's not about what you know; it's about what you don't know to ask).
Imagine knowing—not just hoping—that your finances are fully aligned to support the life you want.
You might be wondering: "Can we really do this in just 60 minutes?"
The #1 thing I hear from clients at the 59-minute mark is:
"I cannot believe we got this much done inside of an hour."
Here is why: We don't spend a single minute on "theory", generic advice, and unnecessary spreadsheets (for now). I have already stripped away the noise that distracts from strategy. We spend 60 minutes applying a proven framework specifically to your numbers and your life.
Your Investment: $250 (Cheaper than a financial mistake. Faster than figuring it out alone.)
Your Investment: $250 (Cheaper than a financial mistake. Faster than figuring it out alone.)
(This session provides general financial guidance and is not intended to replace professional financial, legal, tax, insurance, or investment advice. It's essential to consult with qualified professionals for specific recommendations tailored to your situation.)
Book Now
Price
$250
By booking this package, you agree to these Terms and Conditions
This package includes
1- 1 hour session
1- 30 Day Exit Action Plan
✨ Feeling financially confident about your transition to self-employment!
1- 30 Day Exit Action Plan
✨ Feeling financially confident about your transition to self-employment!