Service Description

I start every client relationship by getting a full picture of your current financial situation — income, expenses, debts, savings, and everything in between. This isn’t a generic checklist; it’s a conversation about where you are now, what’s been working, and where you feel stuck. From there, I help you see what’s possible and outline clear, realistic steps to improve your financial health. Time: 15-30 minutes (includes follow-up summary report)