This is a perfect starting point for you. In this 45–60 minute Zoom meeting we will:

• Review your current financial picture (income, expenses, debts, savings, and goals)

• Create a simple, actionable plan to move forward

• Prioritize debt repayment strategies and bill management

• Identify immediate steps to protect and grow your future finances

What to prepare before the meeting:

• A general snapshot of your monthly income and expenses.

• A list of debts with balances.

• Any questions or goals you want to address.

What you’ll leave with:

• Clear next steps tailored to your situation.

• Practical tactics for reducing debt and managing monthly cash flow.

• Recommendations for saving and planning for the future.

We look forward to helping you gain clarity and confidence in your finances.