1-on-1 Financial Refresh

Service Description

In just 15 minutes, we’ll review your latest financial numbers to ensure your budget and spending are aligned with your goals. This focused 1-on-1 session is perfect for getting clarity on recent changes, identifying any red flags, and making quick adjustments to keep you on track. Whether it’s a monthly check-in or a mid-cycle review, you’ll leave with actionable insights and renewed confidence in your financial plan. Intended as a follow-up to Dollars & Sense: Money Clarity and Wealth Building Blueprint sessions.