Clarity to Confidence™
A personalized journey built around your life, your goals, and your growth — one step at a time.
Our signature program is designed to provide a custom-fit path, accountability, and lasting transformation and, if we’re lucky, a lifelong friendship.
Clarity Call : Finding the Right Fit
Feeling overwhelmed by your finances and not sure where to start? This free call helps you get clarity on your situation and discover if coaching is the right next step. This session is your opportunity to share your current financial challenges, frustrations, and what hasn’t been working, so we can understand where you are and how we can best support you.
This call is perfect for you if:
✓ You're tired of feeling stressed about money every month
✓ You've tried budgeting apps or advice but nothing has stuck
✓ You're ready to finally take control but need guidance
✓ You want to know what working with a coach actually looks like
You’re here for results and we’re here to help you achieve them. If we both agree that a New Path is the right fit, we’ll outline the next steps to get started with our Financial Blueprint. If it’s not the right match, we’ll still guide you toward resources that can best support your needs.
What to Expect
1. Your Story and Needs
You’ll share your story, where you’re struggling, what’s been holding you back, and what you hope to change.
2. Our Approach
We’ll walk you through New Path’s process and how we help clients create lasting financial change.
3. Next Steps
Together, we’ll determine the best path forward, whether that’s beginning your journey with New Path or finding the right alternative support.
15 min | Free
Financial Blueprint : Your New Path Starts Here
"Walk away with a complete financial roadmap and the confidence to actually follow it. In this session, you’ll have the space to share your biggest financial challenges, goals, and priorities. Together, we’ll dig deep into your full financial picture to uncover what’s holding you back and create a clear, actionable plan that puts you in control.
The process isn’t always easy but by the end, you’ll feel confident, supported, and ready to move forward on a new path toward financial clarity and peace of mind.
What to Expect
1. You Provide the Details
We'll send you a simple financial questionnaire. Share what you're comfortable with, your income, expenses, debts, savings, and goals.
(Everything is 100% confidential.)
2. We Analyze and Prepare
Your coach spends time reviewing your situation and creating a personalized discussion plan. We identify opportunities, potential pitfalls, and your highest-impact next steps.
3. Two-Hour Deep Dive
Together, we’ll walk through your priorities, challenges, and opportunities while building an actionable plan step by step.
Deliverable:
Your personalized Financial Blueprint — a clear roadmap with next steps, priorities, and actions to move forward confidently.
120 min | $500
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→ A clear monthly spending plan that works with your lifestyle
→ A debt payoff strategy (if applicable) with target dates
→ Your top 3 financial priorities, ranked by impact
→ Specific account recommendations (if needed)
→ A 90-day roadmap with weekly action items -
✓ Pre-session financial assessment
✓ 2-hour deep-dive coaching session
✓ Custom Financial Blueprint document
✓ Prioritized action plan with timelines
✓ Resource guide tailored to your needs
✓ 30-day email support for questions
Rooted: Ongoing Coaching for Lasting Change
Building real financial confidence takes time, accountability, and support — and that’s exactly what Rooted provides. This six-month, one-on-one coaching program is designed to help you stay focused, make measurable progress, and take advanced steps in your New Path journey.
You’ll have regular coaching sessions to review progress, tackle challenges, and deepen your financial strategy — all with direct access for quick guidance whenever you need it.
What’s Included
1. Six Months of Coaching
Monthly one-on-one sessions focused on refining your financial plan, implementing advanced strategies, and ensuring steady progress toward your goals.
2. Accountability and Support
Stay on track with ongoing accountability check-ins and real-time access for questions or direction between sessions via email or text.
3. Continued Growth
Each session builds on the last — helping you take confident steps forward, strengthen your financial foundation, and stay rooted in lasting financial success.
“The best way to predict the future is to create it.”
— Peter Drucker
