How the money clarity intensive works
1
2
4
3
How the intro call works
Book your session
Choose a 90-minute slot on the scheduler. You'll receive a pre-work worksheet to fill out before we meet — so we use every minute on your actual situation.
pick a time
Use the scheduler to find a 15-minute slot that works for you. No prep needed.
we do the work
We go through your full financial picture together — income, accounts, spending, benefits, investing. I identify what's missing and what's not working.
we get on a call
We'll meet on Zoom. You tell me where you are - I'll tell you honestly whether I think I can help and how.
You leave with a plan
By the end of the session you'll have a clear picture of where you are, what needs to change, and the exact next steps to take — in priority order.
you decide
No pressure, no follow-up sales sequence. If it's a fit, I'll walk you through next steps. If it's not, I'll point you in the right direction.
Optional: keep going
If you want to keep working together after the Intensive, I'll walk you through options for ongoing coaching.
READY TO CLOSE THE GAP?
two ways to Get started - pick wherever you are.
We'll meet where you are - are get you to where you want to be
Book Your Free Coaching Call
01
Schedule Your Complimentary Call
Use the scheduler below to book a complimentary 30-minute financial coaching session in my calendar. Choose a time that works best for you!
02
Answer a Few Quick Questions
Before our session, you’ll fill out a short intake form so I can understand your goals, challenges, and what you’re hoping to get out of coaching.
03
Join the Call and We'll chat
We’ll meet via Zoom at your scheduled time to discuss your financial situation, explore potential strategies, and see if coaching is the right fit for you.
04
Receive Personalized Next Steps
I’ll share tailored insights and action steps you can start implementing. If we’re a good fit, I’ll walk you through the steps for working together.
Book Your Free CX Consultation
01
Schedule Your Complimentary Call
Use the scheduler below to book a complimentary 30-minute CX Strategy session in my calendar. Choose a time that works best for you!
02
Answer a Few Quick Questions
Before our session, you’ll fill out a short intake form so I can understand your organizational goals and challenges.
03
Join the Call and We'll chat
We’ll connect over Zoom at your scheduled time to explore strategic ways to scale your customer operations with clarity and efficiency.
04
Receive Personalized Next Steps
I’ll share tailored insights and action steps you can start implementing. If we’re a good fit, I’ll walk you through the steps for working together.
You make good money.
So why does it feel off?
Free AI prompts for women who are done feeling behind on their finances - from a Financial Coach who hears what women need every day.
You've been putting off certain money decisions because you don't know where to start. These AI prompts help you get specific, get clear, and close the gap - so you can finally stop putting off the decisions you've been avoiding.
