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Tailored Support For Your Financial Journey
Focus Strategy Session
Are you struggling to save for retirement? Are you drowning in debt without a clear plan to eliminate it? Are you overspending and losing focus on your financial goals? These challenges stem from a more significant issue—you can’t see your money clearly!
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That's where our Focus Strategy Session comes in.
What to Expect
Our Focus Strategy Session is a 2.5-hour virtual one-on-one coaching session tailored to your specific needs. We ask you to complete some preparatory work at least two days before your session. This allows us to gather all necessary information in advance so we can dive right into strategizing and planning during our time together.
How It Works
PREPARATION
Before our session, you'll complete a detailed questionnaire and gather some financial documents. This prep work ensures that we have a clear picture of your financial situation from the start.
COACHING & STRATEGIZING
During the session, we’ll spend time understanding your financial identity, discussing your goals, and identifying obstacles. We'll work together to develop a customized strategy that aligns with your values and long-term aspirations.
ACTION PLAN
By the end of our session, you will have a clear plan of actionable steps tailored to your unique journey toward financial fulfillment.
Why Choose Our Focus Strategy Session?
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Personalized Support: This is the jumpstart to possibly establishing a long-term coaching relationship to understand what's unique to your financial journey. Our session is tailored to your specific challenges and goals.
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Expert Guidance: With nearly a decade of experience in financial coaching, we bring the expertise and empathy needed to guide you effectively.
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Clarity and Confidence: Our session will help you see your financial situation clearly, empowering you to make informed decisions and take control of your money.