Financial Wakeup Call™

Monarch Money is a secure financial dashboard that connects all your accounts in one place — banking, credit cards, investments, retirement accounts, all of it. Think of it as the financial command center you never knew you needed.

You do not pay for it upfront. I cover your first month as part of this session. If you love it and want to keep using it after our work together — and I find that most people do — it is a paid subscription. 

But that decision is completely yours and has nothing to do with our session.

Let me be straight with you because you deserve a precise answer.

Through Monarch Money's Professionals Program I have what they call full collaborative access — meaning I see your complete financial picture with the same view you have in your own account.

What I can do: Organize your accounts, rename categories, set up goals and clean up transactions. The actual housekeeping work.

What I cannot do: Move your money, initiate transfers or make any financial transactions. Monarch Money is a financial dashboard — not a bank. There is no mechanism for me or anyone else to touch your actual money through this platform.

You are always in control: You can revoke my access at any time in your Monarch Money settings under Members.

Still have questions? Bring them to our session. I will walk you through exactly what I can see and do before we touch a single thing.

Then you are exactly who this session is for.

I have sat across from executives, business owners and women who manage entire corporate departments who whispered their account balances to me like a confession. I have seen it all. Truly.

This is not a judgment session. It is a housekeeping session. We are not here to grade your past decisions. 

We are here to organize what you have right now so you can finally see it clearly and move forward.

The only thing that would embarrass me is if you left without a plan.

Absolutely. Your only homework before our session is connecting your accounts in Monarch Money. 

I send you a link and walk you through exactly what to do. It takes about 15 minutes and if you can log into your bank online you can do this.

And if you get stuck? Just reach out before our session. I will help you get it sorted before we meet.

I know it sounds impossible. I thought the same thing before I tried it.

Here is what makes it work. Because your accounts are already connected before we meet I can go in ahead of time and start organizing. So when we sit down together we are not starting from scratch — we are finishing the job.

"I cannot believe what we got done in an hour." That is what I hear from almost every client at the 59 minute mark. 

And I believe them because I have seen it happen every single time.

 No. This is a complete standalone session. You book it. We do the work. You leave with an organized financial dashboard and a personalized Money Strategy email. Full stop.

That said — if you are planning a corporate exit and want to take the next step — your $249 applies directly toward the Exit Strategy Session. That is not a pitch. That is just good math.

But there is zero pressure. Some women do the Financial Housekeeping Session and that is exactly what they needed. 

Others use it as the foundation for bigger planning. Both are completely valid.

Great question. Here is the honest answer.

Most financial advisors are focused on your investments and retirement accounts. They are not sitting with you organizing your checking accounts, tracking your spending leaks or setting up a goal for your business launch fund.

This session fills the gap between what your advisor does and what your day to day financial life actually looks like. Think of it as getting your house in order so your advisor has something solid to work with.

Yes. Actually it is the most important first step.

Here is why. You cannot build a solid exit plan on a financial picture you cannot see clearly. Before we talk about quit dates, business costs and income replacement — we need to know exactly what you are working with right now.

The Financial Housekeeping Session gives us that foundation. And if you are ready to take the next step after that — the Exit Strategy Session is where we build your complete R.E.A.D.Y. Roadmap™ using the clarity we created together here.