CLEAR
$225 per session
3-4 sessions total, depending on client needs
CLEAR is a program consisting of monthly hour-long one-on-one sessions of private and totally personalized money coaching. During CLEAR, I help you 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 seeking to master the American financial system so they can achieve their biggest financial goals. We will work together to take you from feeling behind on your finances, unprepared for your next chapter, or overwhelmed by your options, 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 three-to-four live, totally personalized educational sessions. During these sessions, I help you create a plan to overcome the major financial issues holding you back. Every student will learn how to run their own financial numbers and design a simple banking and budgeting system, but the rest of the program’s agenda will vary based on student needs.
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 program. Plus, we communicate in between sessions. You can text me questions as they come up, and I hold you accountable for your financial to-dos (yes, you'll have homework in between sessions).
Your sessions are personalized
The financial topics we cover will depend on where you are in your money journey. When you sign up, you will have the opportunity to tell me what you want to prioritize 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
During the first session, we will conduct an honest assessment of your current finances to refine the agenda for future sessions.
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 Google sheet templates to easily organize your finances and quickly run your numbers),
The Retirement Accounts Cheat Sheet (a quick guide to help you choose between various retirement accounts),
And The Investing Guide (a digital booklet on how to create investment goals, choose 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 complete 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 and to submit payment for your first session. Immediately after submitting your responses and 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. Each session will be invoiced separately.
After CLEAR
After completing your CLEAR sessions, you will have the option to sign up for a “Returning Client Check-In.” During a Check-In, we review your progress, explore past topics, or cover new/advanced financial concepts. More info on Check-Ins here.