Single Staredown Session

Who is this for?

This is for women who want a little introduction to personal financial literacy, but aren’t sure if they’re ready to full on hire a financial planner yet.

What does this look like?

This is a 1.5 hour phone call. We’ll look at your monthly spending from one designated month (usually the most recent month from the time we speak) and break it down into 4-6 self-selected and personally relevant categories. From there, we’ll get a clear idea of how much you spent that month and a general idea of where most of your money goes.

You’ll leave with 2-3 personalized financial goals and a spreadsheet template to use moving forward.