Dollars and Sense: Money Clarity

Service Description

This 60-minute beginner session is your starting point for financial clarity. We’ll walk through your income, expenses, and spending habits using a custom Monthly Budget & Spending Planner. You’ll also get introduced to your Net Worth Tracker to begin measuring your financial progress. We’ll explore foundational money concepts—like saving, debt, and the power of investing—using interactive calculators to show how your money can grow over time. Whether you're just starting or need a reset, this session sets the tone for your financial journey. Package includes: - 60-min Dollars and Sense: Money Clarity session focused on topics mentioned above - Guidance/walkthrough of financial tools -- Budget Tracker w/ Dynamic Cash Flow Analysis -- Net Worth Tracker - (4) 30-minute check-in sessions for support and accountability