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Financial Planning

A Personalized Financial Wellness Audit

I’ve worked with thousands of clients over the years and have found that most people aren’t lacking effort—they just need clarity, structure, and a plan that truly fits their life.

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The Financial Wellness Audit is designed to provide exactly that: a focused review of your financial picture—whether it’s your overall plan or a specific area—so you can uncover opportunities to simplify, strengthen, and align your strategy with your goals.

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What We Can Cover (Based on Your Needs):

  • Cash flow and spending

  • Saving and investing strategies

  • Insurance and protection planning

  • Debt management

  • Goal setting and long-term planning

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What’s Included:

  • Data Meeting (60 min): Review your current financial picture

  • Strategy Meeting (60 min): Discuss personalized recommendations

  • Implementation Meeting (60 min): Outline next steps

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Investment:

  • $1,000 single

  • $1,500 couples

  • Paid upfront via invoice. Additional support beyond these sessions is available at $250/hr.

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Next Step:
If this sounds like the support you need, book a discovery call to see if this audit is the right fit for you.

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