1-on-1: Pivot Point (45min)

Service Description

Intended as a follow-up to: Dollars & Sense: Money Clarity Wealth Building Blueprint Legacy Ready sessions. This 45-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. 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.