You work too hard to be this unclear about your money.
Let’s change that - for good.
Money Awareness Plan is your no-fluff, high-impact path to clarity, confidence, and control over your full financial life.
Personal. Business. Mindset.
It all belongs here.
I DESIGNED ‘MONEY AWARENESS PLAN’ WITH
YOU IN MIND.
You’re making money. You’ve checked the boxes.
But inside? It still feels foggy.
You’re not totally sure where your money’s going.
You’re second-guessing big decisions.
You’re stuck between “I should know this by now” and “I’ve never been taught this.”
You don’t need another budgeting app or DIY spreadsheet.
You need someone who can hold the whole picture—and help you align your money with your actual life.
MAP is a 6-month financial planning experience that gives you strategy, support, and real alignment.
We build a full plan that reflects your values, your energy, and your goals—so your money finally starts working for you.
SOUND FAMILIAR?
“I make great money, but I have no idea where it's going.”
“I’ve worked with advisors before, but they focused more on selling than actually helping.”
“I’ve got a business, a life, a partner - and zero clarity on how it all fits together.”
"I feel like I’m guessing every time I make a financial decision."
“I’m doing okay, but I know I could be doing better if I just had a plan.”
“I don’t want another spreadsheet. I want a strategy that works in real life.”
If any of this sounds like you, you’re not doing it wrong.
You’re just ready for a different kind of support - one that actually meets you where you are.
WHAT IF THIS TIME, IT ACTUALLY CLICKED?
Imagine…
Finally understanding your full financial picture without overwhelm.
Being able to say “yes” to the right things because you know what fits.
Feeling deeply confident about where your money is going, and why.
Knowing what your numbers mean in accounting terms, not just emotionally.
Saying: “I can afford the team” or “I can buy the Louis Vuitton bag”, and mean it.
Releasing the second-guessing and stepping fully into aligned decisions.
This isn’t about perfection.
It’s about financial freedom with intention.
INTRODUCING:
MONEY AWARENESS PLAN
A 6-month financial planning experience that helps you stop winging it and start building a life that feels aligned, supported, and free.
This isn’t a one-size-fits-all template.
It’s a living, breathing, system built around your real priorities, whether you’re running a business, managing a household, or juggling both.
We’re not just building a plan.
We’re creating a new financial rhythm so you can move through life with more ease, more clarity, and way more confidence.
HERE’S WHAT’S INCLUDED
(and why it matters)
A full-scope financial plan tailored to your life, your values, and your business (if applicable).
Money mindset coaching to release fear, guilt, and “I should know better” loops.
Ongoing strategy sessions and support so the plan evolves with you.
Real-time recommendations and accountability, so you’re not doing this alone.
Access to your own financial portal for full visibility and ease.
A financial partner who gets your vision and keeps you on track.
On the other side of 6 months…
Here’s what becomes possible when you step into true financial partnership:
Weekly clarity on what you have, what’s coming, and what’s possible.
A plan you don’t abandon because it’s actually built for your life.
A deeper understanding of what your numbers mean in business, life, and legacy.
The ability to say “I can afford this” and know it’s true.
Aligned decision-making without guilt, shame, or confusion.
A new relationship with money, rooted in values, confidence, and growth.
THIS IS FOR YOU IF…
You’re making money, but your plan hasn’t kept up with your growth
You want strategy, not surface-level advice.
You’re done winging it, and ready to feel in control.
You’re willing to show up for this work, but want support doing it.
You want a thinking partner - not someone who talks down to you or pushes products.
THIS ISN’T FOR YOU IF…
You're not ready to take action.
You just want someone to “fix it” without your input.
You’re resistant to looking at your full financial picture.
You only want investment advice without deeper planning.
YOUR INVESTMENT
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Starting at $1,000/month
For driven women who are craving more clarity, more freedom, and a financial foundation that supports bold next steps—whether that’s growing wealth, leaving corporate, or finally betting on themselves. This is where your next chapter starts to take shape.
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Starting at $1,250/month
For couples who want to build a shared financial future or solopreneurs whose personal and business finances need to work in sync—this tier meets you where real life is happening.
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Starting at $1,500/month
For families running a business (or two) where life, money, and entrepreneurship are all intertwined. We’ll create a plan that supports the full picture—your people, your priorities, and your profits.
📌 Tax-Deductible for many solopreneurs and small business owners.
FAQ: Let’s Clear a Few Things Up
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Most traditional planning is investment-first or built around selling products. MAP is different. We start with you—your values, goals, lifestyle, and business—and build a plan that reflects your full financial picture, not just one piece of it. No sales pitches, no fluff. Just strategy, clarity, and aligned support.
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Perfect. You’re not starting from scratch—you’re evolving. Whether that previous advisor helped you get started, focused only on investments or insurance, or just isn’t the right fit for this next season of your life, it might be time to level up. And if you're already working with a great accountant or tax pro? Amazing. I’ll coordinate and make sure your plan keeps all your professionals aligned and rowing in the same direction.
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Absolutely. If you're a solopreneur or small business owner, your personal and business finances are deeply connected. We’ll look at cash flow, tax strategy, pricing, expenses, and how your business can better support your life—not the other way around.
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That’s common—but long-term financial success requires teamwork. If your partner is open to being part of the conversation, I’ll help bring you both onto the same page (with compassion and clarity). If they’re not ready or willing to participate, we can still build a strong plan for you—but we’ll also talk honestly about how that dynamic affects your future together.
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Yes. As a fee-based planner, my only incentive is what’s best for you. Your financial plan will reveal what tools you actually need—whether that’s investment management, insurance coverage, or just clarity. I do manage assets and provide product solutions when they’re the right fit, but only when they serve your strategy—not the other way around.ription
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If you're a solopreneur or business owner, the MAP program is often considered a business expense because it directly supports your financial strategy and operations. Talk to your tax pro, but yes—this may be deductible.
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Yep! You can pay in full or split your investment over 6 months—whatever fits your cash flow and gives you breathing room.
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If you’re loving the support and want to keep the momentum going, I offer ongoing advisory options. Life evolves—your money strategy should too. Whether it’s planning for big changes, new opportunities, or just wanting a go-to person in your corner, you don’t have to go back to flying solo.
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Easy. Book a free discovery call. We’ll talk about where you are, where you want to go, and whether MAP is the right fit to help you get there. No pressure, just clarity.
READY TO ALIGN YOUR MONEY AND YOUR LIFE?
Let’s get you clear.
Let’s get your supported.
Let’s make your money feel like it’s actually yours.