Financial Discovery & Assessment

Service Description

In this first session, we’ll dive deep into your financial landscape to create a clear, comprehensive picture of your current situation. We’ll review your income, bills, savings, debts, and financial goals, helping you identify key areas for improvement and growth. By the end of the session, you’ll have a better understanding of where you stand financially and the next steps to take towards achieving your goals. This foundational meeting will set the stage for actionable strategies and future coaching sessions tailored to your unique needs.