1-on-1: Financial Refresh (30min)

Service Description

Intended as a follow-up to: Dollars & Sense: Money Clarity Wealth Building Blueprint sessions. In just 30 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. CUSTOMERS WHO HAVE NOT BOOKED A PACKAGE: This session is still available but does not come with access to the tools provided via one of the offered packages. Additionally, this session will be audio only.