Your Financial Blueprint

Take control of your finances with a personalized plan tailored to your goals. Whether you're navigating budgeting, maximizing your paycheck, or planning for the future, this 1-hour session provides actionable steps to help you make the most of your money. Leave with a clear, customized blueprint for financial success, designed to fit your unique lifestyle and aspirations.

What’s Included:

1. Pre-Session Questionnaire: Understand your financial goals, challenges, and key areas of focus.
2. One-Hour Consultation: A deep dive into your finances, including budgeting, maximizing employer benefits (HSAs/FSAs), and actionable strategies to achieve your financial goals.
3. Post-Session Summary: A follow-up email with your personalized financial blueprint, highlighting key recommendations, tools, and next steps to stay on track.

Ideal For:

• Young professionals optimizing their paycheck.
• Individuals planning big financial milestones (buying a home, paying off debt, etc.).
• Anyone looking to gain financial clarity and confidence.

Logistics:

• Pre-Session Setup: After booking, you’ll receive:
  • A link to complete a Pre-Session Questionnaire, helping to focus the consultation on your specific needs.
  • A link to schedule your session at a time that works best for you.
• Location: The consultation will be conducted via Zoom, Google Meet, or another preferred video conferencing platform.