Fresh Start Financial Reset
If you’re feeling overwhelmed or unsure where to start, this focused 2-hour session will help you get clear on your finances and map out your next steps.
You’ll leave with clarity, a better understanding of your situation, and a clear plan for what to do next.
This is a practical, structured session designed to help you quickly understand what’s going on with your money and what to do about it.
I come prepared with insights based on the information you provide in advance, so we can make the most of our time together.
In this session, we’ll:
Review your current financial situation, including your spending and your YNAB plan if you have one (you don’t need to have one)
Identify patterns, gaps, and areas that may be holding you back
Look at how your money is currently structured and flowing
Talk through your goals and priorities
Create a clear, realistic plan for your next steps
Before we meet
Before we meet, you’ll complete a short set of questions and a simple spending review.
This helps you start seeing your money more clearly and allows me to come prepared with insights so we can use our time together effectively.
If you’re using YNAB
If you already have a YNAB spending plan, I’ll review it in advance and come prepared with suggestions to help you align it with your goals.
During the session, we can also troubleshoot any challenges you’re having and make adjustments so your plan feels clear, realistic, and easier to follow.
By the end of the session, you’ll:
Have a clear understanding of where you are financially
Feel more in control of your money
Know exactly what steps to take next