You don't need more financial advice. You need a system that works.
If you've Googled your way through budgeting apps, spreadsheets, and financial tips — and you still feel behind, overwhelmed, or unsure if you're doing it right — you're not failing at money. You're missing a framework built for how your brain actually works.
The Minimalist Money Blueprint
This is a structured, seven-phase engagement designed to take you from financial chaos to financial clarity — in 90 days. Together, we'll clear the noise, simplify everything down to what matters, automate the rest, and build a goals-based plan you can actually follow.
No complicated systems. No overwhelming spreadsheets. Just a clean, simple blueprint for your money — and the confidence of knowing you're on the right track.
"Financial clarity isn't about knowing everything. It's about having a system simple enough to trust."
The seven phases
01
Clarify
We start with what matters — your values, goals, fears, and relationship with money. This is the foundation everything else is built on.
02
Gather
Every account, document, and financial detail pulled into one place. Nothing scattered, nothing forgotten.
03
Organize
A clean, simple filing system for your financial life. Sorted, labeled, and easy to find when you need it.
04
Simplify
We reduce accounts to the minimum necessary and build your one-page Minimalist Money Dashboard — your entire financial picture at a glance.
05
Automate
Bills, savings, investments — all automated. Your money moves without willpower or memory required. Set it and forget it.
06
Understand
We walk through your dashboard together until you can read your own financial picture confidently. No more nodding along hoping it makes sense.
07
Plan
Your goals, dated and costed. A clear monthly savings target for each one. A simple, automated path to what matters most to you.
What's included
8 sessions across 90 days
Your completed Minimalist Money Dashboard
A goals-based financial plan built around your life
A fully automated money system
Ongoing email support between sessions
Optional annual Blueprint Review — $500
Investment
$1,500 one-time engagement
Annual Blueprint Review available for $500 — your dashboard refreshed, your plan recalibrated, your progress acknowledged.
What this isn’t
I don't manage investments. I don't sell products. I don't have a financial incentive to recommend anything to you.
When something is outside my scope, I'll tell you — and I'll point you to someone I trust who can actually help.