Financial Clarity Session

This is a one-time strategy session focused on evaluating your cash flow, debt, savings, and investments. We will take a deep dive into your finances including a line by line assessment of your income and expenses, net worth, and cash flow. We will discuss your goals and determine how to make improvements to achieve those goals.

Investment: $398 (90 minute session)

90 Day Financial Reset

This package includes the Polaris strategy session (90 minutes) and 2 additional check-in/accountability sessions (60 minutes each).

In addition to the initial deep dive into your personal finances and mapping out goals, we will review and assess what is working and implement adjustments as needed.

Investment: $998