This private strategy session is designed for women who want clear, personalized guidance on one area of their wealth journey.
During our 60 minutes together, we’ll focus on one specific question, challenge, or financial strategy so you leave with clarity and actionable next steps.
Examples of what we can cover:
• Getting started with investing
• Reviewing your current investment strategy
• Understanding retirement accounts (401k, Roth IRA, brokerage accounts)
• Creating an investment plan that fits your goals
• Navigating financial decisions with confidence
This is a focused working session, not a lecture — come prepared with your questions so we can make the most of our time together.
Booking Policy
• Full payment of $350 is required to secure your session.
• All strategy sessions are non-refundable.
• Cancellations or rescheduling requests made within 24 hours of your scheduled session will be considered a no-show.
• No-shows will not be eligible for rescheduling or refunds.