Work With Me — In a Way That Fits Your Life

Discovery Call

Let’s Connect

• Get to know each other and see if we are a good fit.

• Share your financial goals and challenges

• Open Q & A

• No commitment required, just an honest conversation.

This 15-minute session is your opportunity to explore what working together could look like, for both of us.

Financial Clarity Session

One honest conversation that changes everything.

This is where we start. A focused, one-on-one session designed to cut through the noise and get to what actually matters — where you are, what has been keeping you stuck, and what your next steps look like.

We are not building a 40-page financial plan. We are getting clear. Because clarity is what makes every other decision easier.

This session is for you if…

You are navigating a major life transition — divorce, loss, career change — and the financial piece feels overwhelming or unclear.

You have been avoiding your numbers, reacting to every financial decision as it comes, or over-researching without being able to move forward.

You want someone who understands both the financial and the emotional side of what you are going through.

What you walk away with…

A clear picture of where you actually stand financially — without judgment.

An understanding of the pattern that has been driving your behavior around money.

A specific, realistic set of next steps — not a perfect plan, a starting point.

The feeling that someone who truly gets it is in your corner.

Format

90-minute one-on-one session, conducted via video or in person. Follow-up summary provided within 48 hours.

The 90-Day Financial Reset

Consistent support as your life and your finances continue to evolve.

Some transitions take more than one conversation. Ongoing coaching is for the woman who has started to see her financial picture clearly, and wants consistent support as she makes decisions, builds new habits, and navigates the inevitable next curve.

This is not a rigid program. It is a working relationship, responsive to where you are each month, grounded in the Stabilize, Align, Lead framework, and built around your specific situation.

Format

Monthly retainer. Includes two sessions per month plus email support between sessions. Minimum three-month commitment.

SoLuna Circle - Monthly Financial Clarity Session

You do not have to figure this out alone.

A small-group working session modeled after the SoLuna 90-day program—designed for those who want structure, accountability, and forward progress in a more flexible format.

With just 2–4 participants, each session provides personalized attention while maintaining the energy and perspective of a group. Together, we review your finances as they are, work through decisions in real time, and create clear, practical next steps.

This is not a passive workshop, it’s dedicated time to actively engage with your finances, stay accountable, and continue building clarity and control month after month.

Ideal for those who want ongoing support and momentum—without committing to a full private coaching program.