Tired of making money decisions without knowing whether you’re moving in the right direction?

This private 75-minute session is where we get into your actual finances, talk through what’s working and what isn’t, and build a plan you can start using.

We’ll look at your spending, debt, financial priorities, and questions about saving or investing.

You’ll leave with:
• A clearer picture of where your money is going.
• A practical budgeting approach based on your income and expenses.
• Specific next steps for managing your debt.
• A better understanding of your saving and investing options.
• A prioritized action plan so you know what to work on first.

75 minutes | $399 one-time

This session focuses on your overall money plan. Choose the separate $197, 60-minute Credit Strategy Session for a credit-focused consultation.

Purchase once, then use the confirmation email to book your included session. Sign in with the same email and select your active plan; you won’t pay again. One session per purchase, to be used within 90 days. Book at least 10 days ahead; cancel or reschedule at least 24 hours ahead.

Appointments: Thursdays 7:30–8:45 PM and Saturdays 9:30 AM–5:00 PM, Eastern Time. Every appointment ends within these hours.

Financial education only; no individualized investment, tax, or legal advice. No financial results are guaranteed. Your statutory cancellation and refund rights remain protected.