Map

Understanding your personal starting point is the best place to begin mapping your wellness journey and sets a a foundation on which to build your financial future.

In our judgment-free Map session we’ll identify and celebrate your personal starting point and go over any fears, confusion or questions about money basics. You’ll leave feeling empowered with the knowledge of how to begin.

* Understand your money history and beliefs. How did you get here?

* Learn the basics of building a strong financial foundation, including understanding credit reports and credit scores; developing a personal spending plan and net worth statement; and navigating banking systems and account options.

Plan

Identifying and understanding personal goals and values provides clarity in direction on your financial wellness journey and will serve as a guide for your next steps.

Over the course of four weeks, we’ll cover the basics and Plan your route to a peaceful financial future.

* Includes Map package, as needed.

* Identify personal and specific financial goals

* Build or review your current spending plan

* Identify key first steps and opportunities to help reach your goals and develop a personal action

Guide

Ready to take your knowledge to the next level? With the Guide package we’ll collaborate to drive action and accountability toward reaching your goals.

* Complete Map and Plan packages, as needed.

* Step-by-step 1-hour sessions over the course of 4 weeks with individual guidance, evaluation and tips.

* Side-by-side partnership to learn new habits and behaviors for long-term success.

Journey

Have a specific scenario or questions to work through? Interested in a more personalized session? I’m happy to tailor to your needs!

Contact me for a free consultation to learn more about navigating your personal financial Journey.