Your Money Deserves a VIP Day
In just two hours, you’ll get clarity, confidence, and a personalized action plan to move forward with your money with a VIP Day!
Stop spinning your wheels and stressing over what to do next with your money.
Financial Foundations Strategy Intensive
Introducing the…
A one-time session where you and I dive deep into your numbers, look at what’s working, what’s causing delays or challenges, and then create a clear plan with action steps to help you reach your financial goals.
A VIP Day for You and Your Money
✨ Before the session:
You’ll complete simple but powerful prep work, so I can fully understand your financial picture.
Once submitted, I go to work behind the scenes — reviewing your numbers, analyzing your cash flow, looking at your debt and savings strategy, and mapping out where adjustments will create the biggest impact for you.
By the time we meet for the session, I’ve already reviewed your numbers and uncovered key insights so we can dive in with focus, clarity, and excitement to map out your next steps.
✨ Day of the session:
At the start of the session, we’ll review what I uncovered together. Look at what’s working, where money may be slipping away, the most strategic approach to paying off debt or saving, and how it all comes into alignment with your financial goals.
Then we work together to refine the plan so it fits YOU: Life, workflow, priorities, and timeline. You’ll leave with clear, prioritized action steps to move you toward your financial goals and dreams.
This isn’t about restriction. It’s about alignment. Keeping your goals front and center is what guides every recommendation I make.
✨ After the session:
You’ll receive an updated copy of your spending plan, clear guidance outlining your next steps for the coming 90 days, and supportive resources to help you confidently implement your plan.
You’ll Walk Away With
When our session is complete, you’ll leave with:
Your Top 3 Financial Priorities - Priorities that are defined and aligned to the goals that matter most to you, so you know exactly where to focus your time and money.
A 90-Day Action Plan – Step-by-step guidance to tackle those priorities with realistic actions that fit your life and how you work.
Identified System Gaps – Insight into the areas where your money systems are missing or underperforming, so you know exactly what needs support to make progress effortless.
A Clear Next Step – You’ll understand what implementing your plan on your own would look like, and what ongoing coaching could provide to build long-term systems that keep your finances working for you.
By the end, you won’t just have ideas, you’ll have a clear path you understand to move forward
THE DETAILS:
→ 2-Hour Virtual VIP Session – We’ll meet at a time that fits your schedule. Plan at least 10 days in advance so your prep work and my review are complete, ensuring we hit the ground running.
→ Prep Work: Questionnaire and spreadsheet to be completed 72 hours before our session. It won’t take more than an hour, and it gives me everything I need to craft a strategy that’s uniquely yours.
YOUR INVESTMENT:
$295
How We Work Together
1. Book a free clarity call. This call helps me understand where you are in your journey, learn more about you, and determine if the intensive is the right fit for you.
2. Schedule Your 2-hour Intensive. We’ll explore your money, define your goals, and create an action plan to move forward.
3. Ongoing Coaching (optional). If it makes sense for both of us at the end of the intensive, you’ll join me in Financial Foundations Coaching for support with system creation and implementation.
Is This Right For You?
✅ This is for you if…
You’re tired of wondering whether you should pay off debt, save, or what is the next best step.
You’ve tried budgeting before, but it never quite connects to your bigger financial goals.
You’re ready to finally know your numbers and understand what they’re actually telling you.
You’re motivated to make changes and don’t want to make the wrong move.
❌ This is not for you if…
You’re looking for a magic pill or a quick fix that doesn’t require any effort on your part.
You’re not ready to face your current financial reality or take a hard look at your numbers.
You’re not ready to take action, even on small, meaningful steps that move your money forward.
This intensive works best for those who are ready to be honest about their finances, eager to take control, and motivated to create a plan that actually works.
Questions About The Intensive
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No more than an hour, more likely 20 to 30 minutes. A quick questionnaire about you, your money, your goals. The spreadsheet may take a little time, but quick reference to last month’s expenses should be more than what you need to get it done. It’s not about perfection, it’s about letting me know what is currently happening with your money.
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You should have plenty of time to get the prep work completed before submission time. That’s why I ask you to consider your schedule and give yourself at least 10 days between the time your schedule and the actual session.
If you do not submit your preparation work at the time due, 72 hours before your session, I will ask you to reschedule your session but only after you have submitted the prep work.
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Yes, we can jump on a quick call to determine the best way to handle this reschedule.
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This is a virtual session via Google Meet. Plan on two hours for the session, however, we will take a strategic short break so we don’t get overwhelmed with the numbers and the planning.
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I will create a budget before the session to guide us through strategy and prioritization. As we work together on these numbers, I will then update and provide that to you in a final email after the session.
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Yes! During the session, I’ll explain how ongoing coaching can help build long-term systems that make your money work for you, so savings grow, debt shrinks, and your decisions get easier over time.
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You will leave with a full understanding of your spending and action plan. Following the session, you’ll receive an email complete with notes from the meeting, the updated spending plan, 90-day action plan, and other supportive documentation.
In 30 days, if you have not signed up for ongoing coaching, you will receive a follow up call to help you solve any challenges or issues you’ve met in implementing the plans.
Ready to Give Your Money the VIP Treatment?
Your financial clarity, confidence, and forward momentum are just one session away. The Financial Foundations Strategy Intensive isn’t just another conversation, it’s a full reset for your money, a personalized roadmap, and a jumpstart to achieving your goals.
If you’re ready to finally know your numbers, make clear decisions about whether to pay off debt or save, and walk away with a clear 90-day action plan, this session is for you.
Jump in now so you have time to complete the prep work and get the most out of your session. No more waiting, wondering, or putting off knowing your true financial picture.
The sooner you start, the sooner you gain clarity, confidence, and a clear plan for your money.