OBJECTIVE:

In this 1:1 Financial Consultation, we'll determine the immediate and subsequent steps required to significantly improve your financial health.

PREPARING FOR YOUR SESSION:

Before our session, you'll be asked to complete the "Map My Money" Questionnaire. This is completely confidential and is used to make the most of our time together.

DURING YOUR SESSION:

Using the questionnaire as the framework for our conversation, we'll delve deep into your financial concerns, exploring areas for improvement, and creating a personalized roadmap for your financial foundation.

AFTER YOUR SESSION:

You'll leave with actionable steps, resources tailored to your unique situation, and the confidence to embark on your journey toward improved financial health.

Expect a follow-up email containing session highlights, your personalized roadmap, and any additional resources discussed.