Money Deep Dive
$297
You are earning good money and still cannot tell if you are on track.
That question is almost impossible to answer on your own, because the information lives in eight different places. A 401k here, a savings account there, a card balance you try not to look at. Nothing talks to each other, so there is no way to see the whole thing at once.
I do this same audit on my own money every month, and I post the numbers publicly. Seeing all of it in one place is what makes it manageable. That is what I am building for you.
This is for you if
You have accounts and savings but nothing that ties them together
You have been meaning to sit down and go through all of it, and that keeps not happening
You want someone to look at the whole picture, not just answer one question
You want a plan you understand, not a list of things to do
What you walk away with
A clear picture of where your money goes and where it should go. A doc that tells you what to fund first, how much, and in what order. And an honest answer to whether you are on track, which is usually the thing you actually came for.
Everything you share with me stays completely confidential.
How it works
First, the audit. In 90 minutes we go through everything: income, expenses, debt, savings, investments, and net worth. Then I build you a custom money system doc with your priorities in order, so you know what to fund first and why.
Next, two weeks of doing the work. This is where you start working the plan. Open the account, move the money, change the contribution. Anything you get stuck on, bring it to our next call.
Last, the follow-up. We meet again 2 weeks later to check what got done, work through whatever stalled, and adjust the plan so it fits your real life.
What is included
Audit Call (90 min): We map your full financial picture, every account and every dollar.
Your Custom Money System Doc: A roadmap mapping your full financial picture, complete with a step-by-step action plan for your 401(k), HSA, Roth IRA, and brokerage that is yours to keep and follow.
Follow-Up Call (30 min): Two weeks later to check progress, unstick whatever stalled, and adjust the plan.
Session Recordings: Revisit everything we covered, anytime.
Want the execution too?
The Deep Dive is month one of my 3-Month Coaching. If you decide within 30 days that you want the full 3-month coaching, your $297 applies directly toward the 3-Month Coaching, so you just pay the remaining $400 balance.
Notes
Rescheduling: free with 24+ hours notice, and your payment carries over to the new time
Changes inside 24 hours, or a missed session, count as a completed session
Payment is non-refundable once booked, since your session time is held for you
This is financial education and coaching, not licensed financial, tax, or legal advice. I do not sell investments or manage money. You make your own decisions