The 3 phases of Transformation through a Strategic Partnership

Phase 1

Gain Clarity with a Financial Summit

A key piece to making confident financial decisions and mapping out the correct sequence of money moves is clarifying where you are starting from and understanding your current income, spending, and saving habits. Together we will:

• Get all your financial pieces on the table and create a complete picture of your current financial reality

• Compare where you are to where you want to be, highlighting the next best steps to achieve your top money goal.

• Explore how your mindset and current habits are either moving you toward your dreams or keeping you stuck

  Phase 2

Take Control and Empower yourself

Let's get REAL for a minute... the idea of budgeting SUCKS! But you know what doesn't? Spending money on things that truly matter to you. However, most people weren’t taught how to turn a budget into a working money management system. You can’t “wing it” forever; consistent, intentional action is what creates results, and learning a new process inevitably includes some trial and error. That’s where I come in:

• I walk beside you so the early missteps become momentum.

• You get structured accountability and adjustments in real time.

• The process becomes reliable, not frustrating.

Once you’ve built confidence in your money flow and the system feels like yours, we layer on what comes next: a year-long, paycheck-by-paycheck map to help you stay on track. By the end of this phase, you’ll have a customized personal planning and money management system that actually works with your life, banking flows so you always know exactly where your money is going, and realistic target dates for reaching your goals (no more guessing!).

Phase 3

Stay Connected and Dream Bigger

Life keeps evolving with each achievement and new goal, and so should your money strategy. You’ll get ongoing guidance throughout the year and quarterly sessions that bridge your day-to-day system to longer-term planning. Together we’ll:

• Expand beyond your day-to-day demands to other key areas for layering wealth-building moves that fit your evolving life

• Tackle new challenges as they arise with real-time course corrections

• Maintain momentum with accountability and celebrate wins

This ongoing partnership means you’re not just managing cash flow—you're growing your wealth and shaping a life you love with a strategy that keeps pace with where you’re headed.

*Why this works:  I’m a licensed, registered investment advisor, and our work is framed as personal finance coaching to keep it collaborative, actionable, and habit-focused. Learn more in the FAQ.

Benefits Beyond the numbers

• Scheduled, focused time to design your ideal financial life and get key tasks done.

• A sounding board for evolving goals: brainstorm new directions, opportunities, and course corrections together.

• Confidence instead of stress when making money decisions.

• A clear game plan you actually want to follow.

• An accountability partner who checks in and helps you follow through.

• Customized strategies that work with your real life, not against it.

• A true sense of financial security—not because you suddenly have buckets of money, but because you know how to navigate whatever life throws your way.

By now, you may have a few different thoughts running through your mind. Take a deep breath and ask yourself honestly,

Your answer tells you everything about whether it's time to make a change… book your Q&A session today, and give yourself permission to chase the life you desire.