$97 Money Strategy Session
Private Coaching for Couples & Individuals

Feeling stuck on a financial treadmill, running hard but not getting anywhere? Does stepping off feel more like a dream than a reality?

Maybe you come home at night, exhausted from work, wondering when your efforts will finally “pay off,” and you’ll stop feeling as if you’re living paycheck to paycheck.

Or you wake up, get coffee, and head to work, wondering… “Will I need to go through this routine forever? How could I possibly ever retire?”

Let’s take the first step together, to understand why you feel so stuck.

You’ll learn the key reasons you’re still on that treadmill, and 3 tailored-for-you ways to get off.

How it works.

Complete a Financial Snapshot and a 60-20-20 Bucket Spending Plan.

Then, hop on a 60-minute one-on-one call (phone or Zoom) with me to review your situation and create your personalized plan to get off the treadmill.

What you’ll learn.

1: Why you’re stuck and why it feels like you can’t get ahead. Awareness is the first step to action!

2: Three tailored strategies designed just for you to gain real traction.

3: A follow-up summary report so you can confidently follow through on your next steps.