You'll leave with a clear understanding of your financial picture, a personalized spending plan, and concrete next steps for moving toward your goals.

During our time together, we'll look at the big picture of your finances and create a plan that balances enjoying life today with preparing for the future. Depending on your situation, that may include conversations about debt repayment, savings goals, retirement, homeownership, paying for your children's future, or other financial priorities that are important to you.

Many clients discover opportunities to simplify their finances, reduce unnecessary expenses, or redirect money toward goals that matter more to them.

Perhaps most importantly, you'll leave with greater clarity and confidence about what to do next. Most people come into the session feeling overwhelmed or unsure where to start. They leave knowing exactly where they stand and what their money is helping them accomplish.

Many clients get exactly what they need from the Financial Clarity Intensive. Others appreciate additional support as they put their plan into practice.

The Intensive is designed to help you gain clarity, create a personalized spending plan, and develop a roadmap for your financial goals.

If you'd like ongoing guidance, accountability, and support implementing your plan, our 3-Month Coaching Program can help you build confidence in managing your money and making financial decisions over time.

Absolutely.

Many clients schedule a Financial Clarity Intensive as a standalone service and leave with the clarity, plan, and next steps they were looking for.

For some, the session serves as a financial reset—a chance to step back, look at the big picture, and make sure their money is aligned with their goals. For others, it provides the structure and roadmap they've been missing.

At the end of our session, you'll have a personalized spending plan and clear action steps for moving forward. If you decide you'd like additional support implementing your plan, ongoing coaching is available, but it's never required.

Clients tell me this takes them anywhere from 30-minutes to 3 hours, depending on how organized your finances currently are. There is so much value in completing the prep work alone!

2 hours for individuals or couples already sharing finances, and 2.5 hours for business owners or couples who want support merging their money.

Definitely. There is a spreadsheet specifically for rental expenses in the prep work, as well as an instructional video assisting you in filling it out. As a landlord with a lot of experience in remodeling and building, I love supporting folks in creating a realistic rental budget.

Nope! Anyone is welcome to schedule their Financial Clarity Intensive without chatting with me first, and most people I talk to are a great fit unless they are specifically seeking investment advice (see this FAQ page for the difference between a coach and an advisor). If you’re not sure yet whether you are interested in a 3-month program, that’s OK- we can always chat about that either on the call or at the end of your Intensive.

Yes, this is more than OK. By getting clear on your own financial goals and priorities, you will inevitably have clearer boundaries with how you handle the shared expenses with your partner.

Yes, this can be OK. I do often recommend that both people attend this initial intensive if possible, because it is so clarifying and helps get couples on the same page about their finances. Once you both agree on the Spending Plan (budget) that we’ll make together, then your communication about following the plan should go much more smoothly– even if you’re the one primarily handling the finances. It’s also OK if you need to attend alone- I mostly want to support you in moving forward.

Yes I am. And, you are a good fit for this session if you both are willing to show up, be kind to one another, and be willing to take steps to move forward. I have worked with hundreds of couples at this point and understand how important it is, yet difficult it can be, to make simple agreements about a budget. This is exactly what this intensive is for- laying all the information out on the table, and talking through how you two would like to allocate your money each month to better meet your needs, goals, and values. If you would like support in learning a system to actually manage your shared finances in real time, that is what my 3-month coaching program is for.

I believe it is! I have designed the prep work to be as clear and helpful as possible, with a whole web page devoted to guiding you through filling it out, loaded with dorky instructional videos from yours truly. You are more than welcome to reach out before the session with questions, and it’s also OK if your answers aren’t ‘perfect.’ For example, I don’t want you to spend three hours looking up some old 401K if it’s a hassle- A simple ballpark estimate of what you have saved would be fine.

Additionally, the most important part of the prep work is a personal questionnaire about your values, what you want in your life, and your relationship with money. This tends to be a good first step for anyone experiencing anxiety around finances.

I have pretty much seen everything, and this is a shame-free-zone… so however messy you feel your finances are, I’ll do my best to help make sense of them together.

Though many of my clients do come to me with complex situations, I also love supporting folks who were simply never taught how to manage their take-home pay in a way that prevents future debt, contributes to their goals, and gives them a clear guilt-free-spending-number each month. I would love to help you make a plan to balance everything you’d like your money to do for you. If you’d like, you’re more than welcome to check out the Budgeting course(es) on my Shop page if you want to try a DIY approach at first- and you could always schedule a one-on-one follow-up after if you prefer.