The Money Clarity + Next Steps Session

You don’t need another money course — you need someone to sort the chaos with you and show you YOUR next right steps.

Stop Guessing. Start Knowing.

Show Me My Next Steps

You’re smart. You’re capable. You’ve built a life with stability and soul.

And yet… money can still feel like that junk drawer in your kitchen.

You know the one.

You open it once a month, think “I should really deal with this,” then close it gently — as if you might disturb whatever mysterious colony is living in there. 🙃

Financial life is like that, too.

You’re doing “fine”…
But there’s that whisper:

“Am I doing enough?”
“Is this normal?”
“What do I focus on now?”
“Will I be able to slow down someday… or am I working until the nursing home?”

These aren’t dramatic questions.
They’re human questions.

And you deserve answers that don’t require a finance degree, a spreadsheet addiction, or a dude named Brad explaining ETFs to you like you’re in third grade. 🙄

Let me tell you a secret women don’t hear enough:

You can be financially stable… but still feel financial uncertainty.

You can have:

a strong income
a healthy savings account
a retirement plan “somewhere”
accounts you set up years ago
a good head on your shoulders

. . . AND still feel like you’re guessing.

You’re not bad with money.

It’s because being an adult in this era means juggling:

savings
debt
values
burnout
children (or not)

It’s a lot.

And you’ve been trying to figure it out alone.

retirement (eventually)
caregiving
ambition
exhaustion

I’ve been there. More than once.

Wondering . . .

“Do I have the money to do what I actually want to do?”

And every time, the only way to answer it was to understand my whole financial picture — clearly, calmly, without spiraling into worst-case-scenarios or playing Financial Avoidance Whack-a-Mole.

Finding clarity?

It’s shaped every major decision I’ve made.

It was the difference between “I hope I’ll be okay”
and
“I know I’m going to be okay.”

And yes, I’ve done the avoidance thing too 🙃

There was a season of my life when I treated checking my bank accounts like checking an ex’s Instagram story:

I strategically… just didn’t.

But the day I looked?

ATM fees.
Overdraft fees.
Transfer fees.
Account maintenance fees (for the privilege of having money there 🤨).

I wasn’t bad with money.
I just literally didn’t want to see it.

And ignoring my financial life was costing me — in actual dollars.

That was one of my turning points.

Eventually… money bought me something priceless: Time

There was a moment — working full time, in grad school full time, carrying the entire mental load of a household — when my body hit the wall.

Stress.
Exhaustion.
Hormonal chaos.
Burnout with a capital B.

Then, finally, life handed me the option of an exit ramp.
A chance to stop.
To breathe.
To rest.

And because I’d been intentional with my money often — negotiating raises, living beneath my means, saving, investing — I could take it.

That decision changed everything.

Clarity leads to choice.
Choice leads to freedom.
Freedom leads to healing.

You deserve that kind of clarity too.

Not five years from now.
Not “when things calm down.”
Not after another financial course.

Now.

Because you’re building a life that matters.
And your money deserves to support that life — not stress you out in the background.

Money Clarity + Next Steps

A 90-minute done-WITH-you session to understand where you stand — and exactly what to do next.

This is not:

❌ financial planning
❌ a budgeting makeover
❌ a lecture on why you “should’ve started investing earlier”
❌ another DIY course you’ll abandon by week two
❌ some bro-y attempt to maximize your “alpha”

This is:

✨ clarity
✨ direction
✨ emotional safety
✨ simple, smart next steps
✨ values-aligned decision-making
✨ the relief of not doing this alone

This is perfect for…

Women who think things like:

“I make decent money… but I still feel behind.”
“I want to know I’m going to be okay.”
“I’m avoiding my accounts because I’m exhausted.”
“I want someone to guide me, without judgment.”
“I want to enjoy life now and prepare for later.”
“I want my money aligned with my values.”
“I want to trust myself around money.”

If you’ve ever whispered:

“What do I do next?”

This is your answer.

Your investment?

$349

Show Me My Next Steps

A 90-minute session + your personalized plan

Bonuses:

✓ Customizable Financial Planning Template (A $27 value)

✓ 3 Weeks of Unlimited Email Q&A to ensure you have the momentum—and support—to keep going (A $300 value)

What women are saying...

I'm a therapist and I didn't even realize these childhood money stories were still running my life now.

Karen
Wow! Eye opener. I learned I need to set some realistic budgets and limits for myself vs. just *hoping* I stick to something.

Margaux
THANK YOU for giving me the opportunity to get deeper clarity and feel more certain in my decision.

Allie

Here’s what happens inside your session

STEP 1: A low-lift, nonjudgmental intake

Just the essentials — not your whole life story or a list of every latte you’ve had since 2018.

You send me the basics.
I quietly organize the chaos.
We hit the ground running.

STEP 2: A 75-minute session where we look at everything together

✦ A clear snapshot of where you stand

An honest review — delivered with compassion and an appropriate amount of eyebrow raise where needed 😏.

✦ Identify what actually matters right now

Not everything is important. In fact, most things aren’t.

We’ll find your priority. The one that unlocks calm and momentum.

✦ Untangle confusion

Your accounts. Your savings. Your spending.
Your 401k. Your “I think I have an IRA somewhere?”
Your dreams. Your fears. Your values

We put it all on the table — and make sense of it.

✦ Decide your next 3–5 moves

Whether it’s:

starting investing
adjusting your savings
automating
reallocating
prepping for a dream
simplifying
or just getting out of your own head

We figure it out. Together.

STEP 3: Your personalized “Next Financial Moves Plan”

Delivered within 48 hours.

Clear.
Simple.
Doable.

The kind of plan you’ll actually follow — because it was created with you in mind, not imaginary perfect-pinterest-woman-who-has-her-life-together.

Imagine how you’ll feel after this:

Oriented
Clear
Calm
Confident
Hopeful
Supported
Like you’re doing enough
Like future-you is already thanking you

And most of all:

Like you’re building a future where you can slow down — without sacrificing today.

Optional Kickstart Call

Want to feel safe before sharing numbers?

You can book a 15-minute warm-up chat.

Zero pressure.

Just making sure this feels good in your body and your bank account.

Ready for clarity that actually changes your life?

Know exactly where you stand — and what to do next.
You don’t have to figure this out alone.
You deserve a future you can ease into — not sprint toward.