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CONGRATULATIONS on taking the first step toward your financial goals — your meeting is booked and you’re all set!

Here's what to expect

During (and after) our call:

Calls usually last 20-30 minutes. 

We’ll explore what your top short- and long-term financial goals are and discuss your next steps.

We’ll identify what your top stressor is regarding money and discuss a strategy of how to deal with it.

We’ll get to know each other a bit as people — you can ask me anything! And see if we’re a good fit to work together.

You will leave the call with a clear idea of what to expect next… in some cases this includes strategies you can implement right away! 

My top 4 tips for getting the most out of your financial strategy session:

 I find it’s very helpful to have the “household CFO” on the call (a.k.a. whoever takes care of most of the money management in your home).

Bring the CFO


I’m sure you probably already have a ton of questions swirling. That’s is 100% normal! Bring all those questions. Nothing is too minor or major to address. If you need a little prompt, here are some Qs to consider:

  • What are your top long- and short-term goals?

  • Do you have any big financial milestones coming up?

  • What are your top financial stressors / pain points?

Do some pre-brainstorming


This call mainly covers the “broad strokes”, but many of my clients have been very glad later on that they took some general notes (especially if later conversations with a partner or spouse need to happen).

Take notes


Money isn’t always easy to talk about. Know ahead of time I am already in your corner. Please know that I’m not here to give out grades — my definition of success is to help you create a game plan for your finances that makes you feel empowered, in control, and excited about what comes next!

Get ready for a safe space


See you soon!

If you want to know more about me personally, watch this video... 

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