A one-on-one clarity session designed to assess where someone is financially, mentally, and strategically within the F.R.E.E. framework.
What clients get:
Personalized assessment of Financial readiness
Clarity on gaps in knowledge and preparation
Clear next steps (no pressure)
Confidence about where to start
Coaching focused on helping clients organize, understand, and manage their finances with intention.
Focus areas may include:
Budgeting & cash flow clarity
Understanding income vs. expenses
Financial organization and structure
Preparing for life changes (transition readiness)
Education-based coaching that helps clients understand how money, credit, and financial protection work so they can make informed decisions.
Focus areas may include:
Financial education (plain language, no overwhelm)
Credit understanding & confidence
Insurance and protection awareness
Decision-making confidence
Coaching focused on mindset, readiness, and removing avoidance around finances and future planning.
Focus areas may include:
Overcoming financial avoidance
Confidence-building around conversations and decisions
Preparing emotionally and mentally for growth
Shifting from reaction to strategy
