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.

$197.00

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

Your next 30, 60, and 90 days mapped out — so you always know exactly what to do next.

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.

Toffler helps ambitious women go from feeling uncertain about investing to confidently building wealth in alignment with their values. She's an investing and money mindset coach.

Hey there!

I’m Toffler. I have a knack for hearing your money story and instantly spotting the sneaky beliefs and blocks holding you back. (Even the ones you don’t see yet. 👀)

With a mix of deep experience and financial intuition, I pinpoint what’s keeping you stuck—then help you shake it off with powerful tools, mindset shifts, and action steps.

Bottom line?

More clarity, more confidence, and more money moves. Let’s go. 💸✨

What people 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

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 45 minutes. You’ll spill the tea on your money story, and I’ll use my mix of financial knowledge and intuitive insight to pinpoint the sneaky beliefs keeping you stuck. By the end, you’ll have major clarity, personalized action steps, and a clear path to shifting your financial reality.

🤔 Is this for me?

If you’re even thinking about this, chances are… yes. But to be extra sure:

✅ You’ve done some money mindset work but still feel like something’s off.

✅ You’re ready for a breakthrough but can’t figure out what’s blocking you.

✅ You love the idea of combining mindset shifts and practical steps to make real money moves.

Sound like you? Then let’s do this. 💥

🙄 I’ve tried money mindset stuff before, and I’m still stuck. Why will this be different?

I hear you. And I get it. But here’s the thing—it's really hard to see your own blind spots. You’re so deep in your own money story that those limiting beliefs feel like facts. That’s where I come in. 👀

Think of me as your money mindset GPS. I have the bird’s-eye view to help you see the whole picture—so you can finally spot what’s keeping you stuck and, more importantly, move past it. No cookie-cutter advice, no vague affirmations. Just personalized insight, powerful tools, and an actual plan to help you break free and start seeing real shifts.