Make room
Clear the time, space and headspace to deal with money.
The One Thing · $300
Pick the one money thing sitting on your chest. Leave with a plan to handle it.
One focused hour together, a written plan for the next 30 days, and 90 days of support to make it stick.
Claim your spotNo consult call first. You’ll know if this is right for you before you book.
The relief
You don’t need to fix everything. You need to finish one thing.
Most money stress isn’t a math problem. It’s a story problem. When everything feels urgent, nothing moves. So we pick one thing, the one that would make everything else feel lighter, and we handle it together.
It might be
- A credit card balance that won’t move
- Business money spread across too many accounts
- A savings goal you keep restarting
- The bill you keep avoiding opening
- A spending habit you’re tired of explaining to yourself
How it works
Four steps, no guessing
01
Tell me what’s on your chest.
A 10-minute intake form: your one thing, a few rough numbers, and how money has been feeling. Honest beats polished.
02
We meet for 60 minutes.
We start with you, your values and why this matters, then we look beneath the numbers together.
03
You get your plan, one step at a time.
Your written plan arrives within 2 days, with one clear step at a time.
04
We check in at Day 30.
A 15-minute check-in to see what got easier and to map your next step.
After you claim your spot
You’ll get an email with your next steps, including the 10-minute intake form and a link to book your 60 minutes.
What we work on together
Your first four pillars
Know your why
Your values, your money story, and what this goal is really about.
Look beneath the numbers
Get your accounts and tools in one place and see what’s really happening.
Take the next step
Accept where you are, choose what matters, and act, even when it feels uncomfortable.
What you leave with
- 60 minutes of focused financial therapy on your one thing
- A written 30-day plan built around your values, delivered within 2 days
- A 15-minute Day 30 check-in
- Your money stress, measured on Day 1 and again on Day 30, so you can see the change
After your 90 days
Keep going on your own. Pick a new one thing, and we’ll pick up right where you left off. Or keep building with us and bring your whole financial team to the table.
Questions
Good questions
What if I have more than one thing?
Pick the one that would make everything else feel lighter. We’ll write the rest down so nothing gets lost.
Do I need to send my statements?
No. Upload anything that helps, but rough numbers are fine.
Is this financial advice?
No. This is financial therapy and education. It isn’t investment, tax or legal advice.
How do we meet?
Online, by video.
Who is this for?
Professionals who earn well and work hard, and still feel money stress instead of freedom.