Money Action Plan
Ready for Clarity, Confidence, and a Personalized Plan?
If the mindset work helped you see money differently…
this session helps you do something with it.
Because awareness is powerful —
but action is where your financial freedom begins.
You don’t need more willpower.
You need a simple, personalized plan.
This is for you if…
You’re ready to stop feeling scattered, overwhelmed, or “behind,” and instead want:
A clear understanding of where you stand financially
A plan that supports your real life (not someone else’s spreadsheet fantasy)
Calm confidence in your decisions — not second-guessing
More room to breathe, rest, travel, grow, or make aligned choices
Support from someone who gets the emotional and practical sides of money
If your money feels like a tangled ball of yarn…
this is the session where we untangle it together.
What We Cover in Your Money Action Plan
This isn’t a generic workshop or a rigid budgeting bootcamp.
This is a 90-minute, personalized, one-on-one session where we map out:
1️⃣ Your Full Financial Picture — Without Shame or Judgment
Income, expenses, debt, savings, investments, goals — but handled with compassion, not criticism.
2️⃣ Your Values + Vision
Because a plan only works if it aligns with what matters most to you.
3️⃣ A Personalized Strategy You Can Actually Follow
Simple. Clear. No overwhelm.
We translate your goals into actions that feel doable, not draining.
4️⃣ A Step-by-Step Action Plan
Automations and clear decision frameworks — to take the guesswork out of the day-to-day.
PLUS → Your Two Bonuses
✓ Customizable Financial Planning Template
✓ 3 Weeks of Unlimited Email Q&A to help you implement with confidence
What your life looks like after this session
You know where your money’s going — and why.
You feel calm and in control instead of scattered.
You have an automated system that supports your future (without micromanaging anything).
You have a clear direction — not 17 competing goals and no idea where to start.
And, your finances are supporting the life you actually want.
That’s the transformation this session delivers.
This work leads to real results.
Here is one of the best parts:
One client took our work together to restructure her spending, automate her savings, and create a travel fund.
Six months later, she emailed me from THAILAND — on the sabbatical she never thought she could afford.
That’s the power of clarity + aligned action.
Why work with me?
You’re not looking for a financial advisor in a navy suit with jargon and pie charts.
You want a guide you actually feel safe with.
Here’s what my clients appreciate most:
Strategy + Soul
I blend emotional breakthroughs with grounded financial strategy.
We address the stories and the spreadsheets.
Values-Led Planning
Your plan reflects your priorities — not societal pressure.
Simple, Sustainable Systems
No guilt. No overwhelm.
A clear, doable roadmap.
Real Support
I’ve helped clients pay off debt, save for sabbaticals, leave toxic jobs, start investing for the first time, and finally build a money system that feels like a match for who they actually are.
My clients choose me because they don’t just want a plan —
they want a mentor who understands the emotional side of money and the practical strategy behind it.
And that’s exactly what you get in this session.
This is about becoming the version of you who can hold more.
What women are saying...
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I'm a therapist and I didn't even realize these childhood money stories were still running my life now.
Karen
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Wow! Eye opener. I learned I need to set some realistic budgets and limits for myself vs. just *hoping* I stick to something.
Margaux
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THANK YOU for giving me the opportunity to get deeper clarity and feel more certain in my decision.
Allie
If you’re ready for clarity, confidence, and a personalized plan — let’s do this.
Bonuses included
A customizable financial planning template (A $__ value)
3 weeks of unlimited email Q&A (A $300 value)
FAQs – Because I Know You’re Wondering… 😉
💬 What exactly happens in this session?
Think of it like a deep dive into your money brain. 🧠💸 We’ll meet 1:1 on Google Meets for 90 minutes.
🤔 Is this for me?
If you’re even thinking about this, chances are… yes. But to be extra sure:
✅
✅
✅ You love the idea of combining mindset shifts and practical steps to make real money moves.
Sound like you? Then let’s do this. 💥
🙄 Question…?
Answer