Not sure if you’re where you should be with your finances? Worried because you don’t have a plan? Let’s do a check-up!

You’ll tell me about what’s most important to you and where you’re struggling. We’ll gather information about your current financial situation, identify quick wins, opportunities and areas of concern.

This session is all about YOU: answering your money related questions, confirming if you’re on the right track, or highlighting areas that could be optimized and the kind of work we could do together to achieve that optimization.

What’s included:

– 60 minute one-on-one meeting
– Financial health report outlining the kind of work we can do together to achieve optimization (with pricing)

Investment: $250