Sometimes you just need to talk it through out loud, you know?
What you get:
What you get:
- A pre-call questionnaire to help you hone in on what personal &/or business money stuff you want to talk about. The questionnaire also inquires about your access needs; disability and neurodivergence are welcome.
- A 30 minute Zoom call with Kat. I’m a no-judgement, warm & fuzzy numbers person, trained as a CPA & YNAB coach, and a big fan of unfussy spreadsheets for supporting decision-making.
- One (1) concrete action you can take immediately to get a better handle on your financial anxiety.
Kind of things we can address in a half hour:
- How to pay for a major repair (credit cards, HELOC, using savings)
- Using a tax pro vs. DIYing your taxes
- Financially preparing for a layoff or other life change
- Brainstorming sustainable changes to your spending
- Assessing whether your little treat spending is out of control
- Picking a spending tracking tool (YNAB, Monarch, etc.)
Pricing:
What a time to be alive and trying to be sensible about money, right? It’s BANANAS. At this point, I care more about helping people than I do about profitability. Pricing is sliding scale:
- $ 8 (Buy me a coffee)
- $25 (Treat me to a nice lunch)
- $75 (Pay my regular hourly rate)
If none of these prices are workable due to layoffs, benefits cuts, furloughs, disability, generations of discrimination, etc., you can use discount code FDT for 100% off. I don’t look at what price you chose ahead of our session.
Legal stuff:
By booking this call, you acknowledge that you understand this a ‘phone a clever friend of friend of a friend’ situation. The call is not:
- mental healthcare,
- accounting services,
- legal or tax guidance,
- or investing advice.
Book Now
Price
$8
OR
$25
OR
$75
This package includes
One 30-minute Zoom call which ends with One (1) Action Item