Understand your Money Form

Understand your money

Hi! I’m so glad you’re here. This is the first step of Understanding Your Money, a simple way for me to get a clear picture of your current situation so I can guide you in the best way possible. Let’s get a clear picture of your finances. This quick form helps us make your session focused, practical, and truly helpful.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What are your top 3 financial goals right now?
What is your biggest financial challenge?
Briefly describe your current financial situation.
Sign here to take the first step toward understanding your money!
What happens next?

Initial review
I’ll go through your answers and identify key areas we can improve.

Documents (before your session)
I’ll request your last 3 months of bank and credit card statements. These must be sent at least 48 hours before our session so I can properly review everything.

1:1 session
We’ll meet to go through your numbers, clarify your goals, and create a clear, personalized plan.

Choose the option that best fits your needs:

Understanding Your Money – Clarity Session

A focused 1:1 session to help you clearly understand where your money is going. We’ll review your income, spending, and habits together, and create a simple plan you can start using right away.

$297.00 Quantity

Understanding Your Money – Guided Plan (3 Months)

A 3-month guided experience to help you organize your finances and build clarity step by step. You’ll gain a better understanding of your money, feel more in control, and create habits that actually work for your lifestyle.

$557.00 Quantity

Understanding Your Money – Ongoing Support (6 Months)

A longer-term support experience designed to bring consistency and confidence to your finances. Together, we’ll refine your system, strengthen your habits, and help you stay in control of your money over time.

$957.00 Quantity

Refund & Cancellation Policy

All payments are final. Due to the time, preparation, and personalized nature of this service, refunds are not provided once a session or plan has been purchased.

Clients may reschedule a session with at least 24 hours’ notice.

If a session is missed or canceled with less than 24 hours’ notice, it will be considered used and will not be rescheduled.

For multi-session plans, unused sessions are non-refundable but may be rescheduled within the active plan period.

By completing your purchase, you agree to these terms.

Free Quantity
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Understand your money

Choose the option that best fits your needs:*

Choose the option that best fits your needs: