A 90-minute private reset to review the year that was
Uncover financial blind spots, and make clear, intentional decisions for the year ahead.
Are you a Rewrite Your Money Story Alumni?
For over 30 years, I’ve been sitting across the table from people having honest conversations about money.
I’m a Certified Financial Planner, and after decades of this work, I can tell you something with certainty:
Most financial challenges are not caused by a lack of knowledge.
They’re caused by a lack of clarity.
And more specifically, by financial blind spots that are often shaped by our money story, habits, and assumptions we don’t even realize we’re operating from.
This reset is designed to surface those blind spots and bring clarity back to the decision-making process.
One of the first things I do every year with my private clients is a financial reset.
Not because they’re behind.
Not because they don’t know enough.
But because starting a new year without clarity almost guarantees repeating old patterns.
In these resets, we slow everything down.
We look back at the year in review.
We examine cash flow, investments, and tax decisions.
We identify what’s aligned, what’s not, and where decisions are being driven by old patterns instead of intention.
I’ve had so many requests for this that I’m opening a limited number of sessions publicly.
Are you a Rewrite Your Money Story Alumni?
This is a private 90-minute conversation focused on clarity and awareness.
No judgment. No overwhelm. No pressure.
Just a calm, honest look at your financial life and the beliefs and blind spots influencing it.
Are you a Rewrite Your Money Story Alumni?
What We’ll Do Together
We’ll review the past year and look at what actually happened.
We’ll review cash flow and spending patterns to see what’s working and what’s quietly draining you.
We’ll review investments and overall strategy to make sure they still align with your life and goals.
We’ll talk through upcoming tax decisions and how to approach them in the most effective way.
We’ll identify financial blind spots and patterns, including where your money story may be influencing decisions without you realizing it.
You don’t need to prepare.
You don’t need to have it all figured out.
You just need to show up.
After the session, you’ll receive a clear recap report of our conversation and a guided worksheet to help you anchor insights, decisions, and next steps.
This is designed to create clarity, not overwhelm.
90 minutes private
$297 USD
This is a special offering for my community and not my standard private rate.
I’m opening just 15 sessions.
Once they’re filled, enrollment closes.
Are you a Rewrite Your Money Story Alumni?
