1-on-1 Pivot Point

Service Description

This 30-minute Pivot Point session is your opportunity to step back and take a deeper look at what’s working—and what’s not—in your financial strategy. We’ll dig into your latest numbers, explore a few tailored scenarios, and identify the adjustments needed to better align with your long-term goals. Whether you're facing unexpected changes or just feeling off-track, this session is designed to help you reset with clarity and confidence. Let’s find your next best move. Intended as a follow-up to Dollars & Sense: Money Clarity, Wealth Building Blueprint, and Legacy Ready sessions.