CLEAR

$225 per session

4 sessions total (1 per month)

CLEAR is a program consisting of four hour-long one-on-one sessions scheduled one month apart of private and totally personalized money coaching. During CLEAR, I help you tackle 3 major financial topics so you may confidently set up the foundation for a healthy financial life.

Who is this for?

CLEAR is designed for the person who is the first in their family to have to make American, millennial choices about their money and is ready to maximize their paycheck and create a strategy to achieve their financial goals. We will work together to take you from feeling intimidated, overwhelmed, or insecure about your money concerns to being perfectly clear on them. You will walk away feeling confident about your money and optimistic about your financial future.

The heart of the program is your 1:1s. CLEAR consists of 4 live, totally personalized educational sessions. During these sessions, I help you tackle 3 major financial topics of your choice. Every student will learn how to run their own financial numbers and design a simple banking and budgeting system, but you choose the rest of the agenda.

CLEAR clients are seeking support for a deeper transformation in the way they manage their money. If needed, we can start from scratch. I personalize each session’s agenda based on your evolving comfort level with money, your learning style and pace, and your changing priorities throughout the four months. Plus, we communicate in between sessions. You can text me questions as they come up and I hold you accountable for your financial to-do's (yes, you'll have homework in between sessions).

You set the agenda

Depending on where you are on your money journey, we can cover up to a maximum of three financial topics. When you sign up, you tell me what you want to tackle during the program. Possible topics you may choose from:

• Setting up a sustainable budget and banking system,

• Creating a debt repayment plan,

• Understanding and maximizing my employee compensation package (401k/403b, matching, HSA/FSA),

• Learning how to build credit or elevate credit usage through savvy card use,

• Investing for retirement, or

• Doing a deep dive into stock market investing

Package includes

• Contextualized answers to your personal money questions

• An actionable plan for how to maximize your paycheck and achieve your financial goals

• The option to text or email me money questions that come up related to your sessions during the length of the program

• Exclusive access to the FGL Starter Pack:

  • The Workbook (a suite of 8 money management Google sheet templates to easily organize your finances and quickly run your numbers),

  • The Student Loans Cheat Sheet,

  • The Spending Guide,

  • The Habit Builder,

  • The Retirement Account Cheat Sheet,

  • And the Investing Guide (a 50-page take-home booklet on how to create investment goals, pick the right tax-advantaged investment accounts, and build a diversified portfolio for long-term wealth).

  • These are lifelong resources: templates, guides, visuals, and calculators on goal-setting, budgeting, spending, debt payoff, credit, and investing in the stock market.

• A customized email with a review of each session and links to the resources mentioned, so you can confidently carry out your homework in between sessions.

Upon enrolling

After choosing a date and time for your first session on my Calendly, you will be prompted to answer a few questions to help me onboard you. Immediately after submitting your responses and first session’s payment, you will receive an email with information on how to complete your onboarding and prepare for your first session and a receipt of your payment.

After CLEAR

After completing your four mandatory CLEAR sessions, you will have the option to sign up for a “Returning Client Check-In.” More info on Check-Ins here.