Reset Session
In a focused 60–90 minute session, we’ll build a personalized budget and financial plan tailored to your goals — whether that’s buying a home, paying off debt, building savings, or preparing for a big life change.
What You Get
A custom Google Sheets budget with your income, expenses, assets, liabilities, and goals.
A realistic budget that fits your lifestyle.
A clear gameplan with monthly targets, milestones, and next steps.
Practical tips to free up cash and improve your habits without feeling restricted.
How It Works
Quick intake: You complete a short financial snapshot before the session.
Live session (60–90 minutes): We review your numbers together and build your custom workbook in real time.
Your deliverables: You receive your completed Google Sheets plan plus a simple action checklist and priority timeline.
Perfect For
Busy professionals who want clarity and control.
Couples who need a shared plan.
Anyone navigating a major life change.
People with specific targets like a down payment, debt payoff, or first $100k.
Why It Works
Tailored: Built using your real numbers.
Visual & simple: Easy-to-update workbook keeps you on track.
Action-focused: Walk away with clear next steps.
Fast: Real clarity and momentum in under 90 minutes.
Investment & Next Steps
Your session includes the intake, live planning, and your complete Google Sheets plan with action steps.
Bring recent pay stubs, bills, account balances, and your top 3 goals — I’ll handle the rest.
In a focused 60–90 minute session, we’ll build a personalized budget and financial plan tailored to your goals — whether that’s buying a home, paying off debt, building savings, or preparing for a big life change.
What You Get
A custom Google Sheets budget with your income, expenses, assets, liabilities, and goals.
A realistic budget that fits your lifestyle.
A clear gameplan with monthly targets, milestones, and next steps.
Practical tips to free up cash and improve your habits without feeling restricted.
How It Works
Quick intake: You complete a short financial snapshot before the session.
Live session (60–90 minutes): We review your numbers together and build your custom workbook in real time.
Your deliverables: You receive your completed Google Sheets plan plus a simple action checklist and priority timeline.
Perfect For
Busy professionals who want clarity and control.
Couples who need a shared plan.
Anyone navigating a major life change.
People with specific targets like a down payment, debt payoff, or first $100k.
Why It Works
Tailored: Built using your real numbers.
Visual & simple: Easy-to-update workbook keeps you on track.
Action-focused: Walk away with clear next steps.
Fast: Real clarity and momentum in under 90 minutes.
Investment & Next Steps
Your session includes the intake, live planning, and your complete Google Sheets plan with action steps.
Bring recent pay stubs, bills, account balances, and your top 3 goals — I’ll handle the rest.