NEW SERVICE

Our Virtual 5 hour VIP Day is a One-On-One coaching experience working on your personal finance strategy and goals.

Before we have your VIP Day, we will discuss our agenda and what you want to accomplish from our time together.

I build the day's curriculum around your goals and needs that you share.

VIP Days are perfect for those wanting a quick reset to ensure they have a successful financial year.

We spend 5 hours creating and implementing your financial strategy.

VIP Days may typically include

• Money mindset and accountability

• Money Mapping

• Primary and secondary financial goal setting

• Identifying your financial habits

• Gather and organize financial documents

• Organize financial accounts

• Calculate Net Worth

• Form living budget geared specifically toward your goal

• Determine your true income and expenses

• Organize your spending

• Plug any holes in your finances

• Identify ways to save money and increase income

Again, our agenda is structured around your individual needs.

Schedule starts January 2024.

All Purchases are Non Refundable and Non Transferable. 

After Purchase you will receive a separate email to the address you used during payment to schedule your pre call and VIP Day.