One-on-one Financial Consulting
Take Control of Your Money
What are One-on-one Financial Consulting Sessions?
My one-on-one financial consulting sessions are designed to give you personalized guidance and actionable strategies so that you become confident in your financial situation. Whether you’re experiencing a life change like a divorce, want to take a more active role in your family’s finances, want to negotiate for a new role or promotion, or are starting to plan for retirement, these sessions are tailored to your unique situation.
What’s Included In a One-on-One Financial Consulting Session?
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We’ll deep dive into your current finances and see what’s going on. We’ll also take a look at any financial blindspots and identify opportunities.
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After seeing where you are, we’ll discuss where you want to be, setting current, short- and long-term goals.
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Strategy is key, we’ll create a strategic, actionable plan that will give you the tools you need to move forward and will empower you to do so with confidence.
Remember, one-on-one financial consulting sessions won’t be the same. This isn’t one-size-fits-all advice – it’s coaching that meets you exactly where you are so you can get to where you want to be.
Who Can Benefit from a One-on-one With
The Fiscal Feminist?
The Early Retiree
A woman who is nearing retirement but isn’t sure she’s fully prepared, wanting to make sure she’s saved enough, has a plan, and can live comfortably without running out of money.
The Career Climber
Professional women who are working hard in their careers but aren’t sure if they are making the right financial moves.
The Young Professional Just Starting Out
A woman new to her career who wants to build a strong financial foundation.
The High Earner Without a Plan
A woman with a high income who is great at earning but hasn’t figured out how to manage her wealth effectively.
The New Divorcee
Recently divorced women who are navigating finances on their own for the first time.
The Widow Starting Over
A woman who has recently lost her partner and is navigating her finances alone and without her spouse’s income or support.
The Stay-at-Home Mom
The primary caregiver who wants to take a more active role in money decisions and make sure she and her children are financially secure, no matter what happens in the future.
YOU
A woman who is reading this because you have a unique financial situation and are looking for information, advice, and a plan.
Sound familiar?
1-on-1 Consultation
Women are often told to lean on others for financial support. But the truth is, you are the plan. It’s time to step into your power, take control, and build a secure financial future – without fear or hesitation.
Everyone’s financial situation is different, but there are some underlying issues that many of us commonly struggle with and need to address to establish our financial infrastructure and game plan.
1 Hour Session: $500
Let’s get the conversation started! It’s time to take action to become the CEO of your life – if not now, when?
