Money Reset Session

Ready to Take the First Step?

You don't have to figure it all out on your own. Your financial future starts with one conversation.

The Money Reset Session is about helping you move from uncertainty to confidence, so you can make informed financial decisions and start building the life you want.

Schedule your Money Reset Session today!

Claim Your Money Reset Session

Money Reset Session financial planning graphic

Money Reset & Financial Clarity Session

75 minutes to gain confidence, direction, and control over your money.

You've spent years being the one everyone else relies on. Maybe you're navigating a divorce, finding your footing after losing a spouse, or simply realizing that despite your success, no one has ever shown you the whole financial picture. Whatever brought you here — you don't have to keep guessing.

In one focused session, we'll map out your full financial picture, clear away the confusion, and hand you a clear diagnosis of where you stand and what to do next. You'll leave with real answers, not homework.

Why do we charge for the initial consultation?

We charge $450 for our initial consultation because it's a real working session, not a sales pitch. We will dig into your situation, talk through your options and give you clear next steps you can act on, whether or not we end up working together.

Charging for this time means we can come prepared and give you our full attention. If you decide to move forward with us, the consultation fee is credited toward your engagement.

We will match you with the level of support that fits where you are now and where you want to be financially.

"For the first time, I understood exactly where I stood — no judgment, no pressure, just real answers."

— Stephanie K., 50, recently divorced, (HR Business Partner.) ~ Chicago, IL.

What We'll Do Together in 75 Minutes

~ Look at the Whole Puzzle — We'll map out your cash flow, debt, retirement, and investments to see how they actually fit together, often for the first time.
~ Clear the Fog — We'll identify the money patterns or beliefs that may be keeping you stuck, even with a six-figure income.
~ Deliver Your Diagnosis — Based on your assessment data, we'll show you exactly where you stand, what the problem areas are, and what needs to change.

Ready to Get Started? Here's what happens next:

Step 1: Pick your time by clicking the link below.
Step 2: Watch your inbox — you'll receive an invoice for the session fee along with your questionnaire and financial assessment forms.
Step 3: Complete and return both forms before we meet, so we can hit the ground running for you.

The more you share, the more valuable your session becomes. Your information is kept completely confidential.

What is Included?

Pre-session financial questionnaire.
Personalized financial assessment.
Review of cash flow, debt, savings, retirement, and investments.
Identification of financial strengths and areas needing attention.
Discussion of financial priorities and goals.
Personalized 90-day Money Reset Action Plan.
Recommended next steps for rebuilding and growing wealth.

Investment

$450 | 75-Minute Private Money Reset Session.

✔ One-on-one consulting and financial strategy
✔ No obligation to continue
✔ $450 credited toward future coaching or advisory fees if you move forward within 30 days.

Is This Right for You? This session is ideal for single, divorced, or widowed women over 40, earning six figures who want expert guidance, clarity, and a plan—without pressure or long-term commitment.

👉 Claim Your Money Reset Session

If you choose to continue your journey with us, you'll have three thoughtfully designed service options to support you in building clarity, confidence, and long-term wealth.

Pricing Packages

Tier 1: Money Foundation ~ Intensive (3 months)

[6, 1-hour sessions]

~ Investment: $2,997 - $450.00 credit = $2,547 - (monthly payments available)

~ 1 hour session (6 sessions)
~ unlimited email access between appointments

Goal: Build clarity, control, and immediate financial momentum.

The "Money Foundation" Program is designed for the woman standing at a financial turning point - ready to regain control, restore clarity and make smart decisions quickly. This program is for you if you are navigating a recent life or financial transition and want expert guidance without long-term commitment while you stabilize your next chapter.

You may be:

Newly divorced and organizing finances independently for the first time.
Newly widowed and needing calm, structured financial direction.
A high earner who has focused on career growth but, never built a full financial strategy.
Experiencing a major income or life shift and want to avoid costly mistakes.

You are successful, capable and decisive - you simply want a trusted expert to help you see clearly, prioritize confidently and move forward with purpose.

Primary Focus:

Emergency fund strategy and short-term savings goals
Comprehensive financial plan & debt freedom roadmap
Budget creation and expense optimization for instant cash-flow improvement
Basic debt repayment plan (prioritizing high-interest debt)
Confidence rebuilding around money decisions
Financial mindset coaching and goal-setting framework
Custom action plan with clear next steps

Tier 2: Money Transformation (6 Months)

[10, 1-hour sessions]

~ Investment: $4,997 - $450.00 credit = $4,547 - (monthly payments available)

~ 1 hour sessions (10 sessions)
~ unlimited email access between appointments

Goal: Eliminate chaos, accelerate debt payoff, and start building real wealth.

The "Money Transformation" Program is for accomplished women who are ready to move beyond stabilization and begin intentionally designing their financial future. This is for you if you want more than answers - you want a strategic partner while you rebuild, optimize and strengthen your financial life after transition or during peak earning years.

You may be:

1-3 years post-divorce and ready to build wealth intentionally.
A widow moving from estate settlement into long-term wealth planning.
A high-income professional who wants a cohesive, proactive financial strategy.
Entering or already in your highest earning career phase.

You value expertise, discretion and partnership. You want guidance that integrates real life, not just numbers.

Primary Focus:

Comprehensive financial plan & debt freedom roadmap
Investment education and initial portfolio construction (retirement accounts, brokerage basics)
Intermediate debt elimination or credit score optimization
Targeted goal achievement (house down payment, wedding, car purchase, etc.)
Behavioral finance coaching to break spending habits and build wealth habits
Protection and risk management review.
Financial behavior and decision coaching.
Financial Literacy courses & Modules

Tier 3: Money Mastery (12 Months)

[18, 1-hour sessions]

~ Investment: $8,497 - $450.00 credit = $8,047 - (monthly payments available)

~ (18 sessions); each session is 1 hour
~ unlimited email access between appointments

Goal: Build long‑term wealth, create financial independence, and design a legacy.

The "Money Mastery" Program is a private, high-touch financial advisory and coaching relationship for women who want ongoing strategic partnership, proactive planning and year - round financial guidance. This is for you if you want a long-term financial strategist who understands both your wealth and the life you are building.

You may be:

A senior executive, physician, attorney or business owner.
Managing significant assets after divorce or loss.
Building multi-stream income and want integrated oversight.
The primary financial decision maker for your future and legacy.

You are not looking for basic advice. You want strategic foresight, personalized guidance and a trusted financial partner who helps you make confident, high-impact decisions all year long.

Primary Focus:

Full financial plan development (retirement projection, tax optimization, estate basics)
Advanced investment strategy and asset allocation
Comprehensive financial plan & debt freedom roadmap
Deep behavioral coaching and identity-level mindset shifts
Major life and financial decision partnership.
Life-event planning (marriage, children, career changes, retirement readiness)
Ongoing coaching and accountability.
Financial Literacy courses & Modules

Money Partner Membership

Your plan doesn't end when your program does. Neither does our partnership.

You've done the hard work. You've built clarity, made confident decisions, and put a plan in place that fits your life.

But life keeps moving. Markets shift. Tax laws change. Careers grow, children leave home, retirement gets closer, and new decisions show up when you least expect them.

The Money Partner Membership keeps a trusted advisor in your corner year-round, so you never have to go back to guessing.

Investment:

$395 per month, or
$4,500 per year, billed quarterly at $1,125

No long-term contract. Cancel anytime with 30 days' notice.

Available exclusively to graduates of the Money Transformation, or Money Mastery programs.

This Membership Is for You If:

~ You've completed a program and want to protect the progress you've made.
~ You'd like a trusted sounding board before making major financial decisions.
~ You value having someone who already knows your story, so you never have to start over.
~ You want peace of mind knowing your plan stays current as your life changes.

What's Included

~ Quarterly strategy sessions: four 1-hour private sessions each year to review your progress, adjust your plan, and prepare for what's ahead.
~ Annual plan refresh: once a year, we update your written financial plan so it always reflects your life as it is today, not as it was when we started.
~ Ask-anytime email access: a question about a job offer, a big purchase, or a letter from the IRS? Send it over. You'll hear back within one business day.
~ Decision support calls: two 20-minute calls each year for time-sensitive decisions that can't wait for your next session.
~ Tax-season and year-end check-ins: timely reminders and guidance at the moments that matter most.
~ Ongoing accountability: someone who knows your goals and helps you stay on track, especially when life gets busy.
~ Member pricing: preferred rates on any future intensive work, such as preparing for retirement or navigating another major transition.

Why It Matters

The biggest financial mistakes rarely happen during planning. They happen months later, in a moment of change, when no one is there to ask.

Money Partner members don't face those moments alone. You'll have the same advisor, the same plan, and the same no-pressure, plain-English guidance, all year long.

"You've built something worth protecting. Let's keep it moving in the right direction, together."

Ask About Membership at Your Final Program Session

Your income gives you options—our strategy gives you freedom.

Take Control of Your Finances Today!

Schedule a Money Reset Session to determine which level best supports your goals and next chapter.

Claim your Money Reset Session