Three months. One honest look at your money. Habits that stay.
Kickoff Session
In our 90-minute kickoff session, we gather your accounts, income, bills, and goals, and choose or set up your tracking.
Monthly Accountability
Each month, we’ll meet to review your tracking and check on the progress of YOUR stated goals and adjust as needed.
Implementation
We outline initiatives, resource requirements, and timelines in a structured roadmap.