Financial Foundations Session

60-minute 1:1 session

A focused, one-time session to assess your current financial picture, identify gaps, and create a clear, realistic path forward.

Description:
A focused, one-time session designed to assess your current financial picture, identify key gaps, and outline a clear, realistic path forward.

What this includes:

• Review of income, expenses, and financial structure

• Identification of priority areas (budgeting, savings, debt, systems)

• Clear next steps you can implement immediately

Best for:

• Gaining clarity and direction

• Organizing finances without a long-term commitment

• Making informed next decisions