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 - Group Financial Clarity Program

You do not have to figure this out alone.

The SoLuna Circle is a small-group program designed for women in transition who want the depth of real coaching alongside the power of community. Because there is something that happens when a room full of women all navigating their own version of starting over realize they are not alone in what they are feeling around money.

Group size is intentionally small, no more than eight participants, to ensure every woman gets real attention and real support.