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."
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We start with what matters — your values, goals, fears, and relationship with money. This is the foundation everything else is built on.
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Every account, document, and financial detail pulled into one place. Nothing scattered, nothing forgotten.
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A clean, simple filing system for your financial life. Sorted, labeled, and easy to find when you need it.
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We reduce accounts to the minimum necessary and build your one-page Minimalist Money Dashboard — your entire financial picture at a glance.
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Bills, savings, investments — all automated. Your money moves without willpower or memory required. Set it and forget it.
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We walk through your dashboard together until you can read your own financial picture confidently. No more nodding along hoping it makes sense.
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Your goals, dated and costed. A clear monthly savings target for each one. A simple, automated path to what matters most to you.
The Financial Rewire
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."
Session 1: Plan
Before anything is built, you need to know what you're building and why. In this session, we uncover your values, explore your relationship with money, and identify the one goal that becomes the foundation for everything that follows. You leave with clarity on where you're headed and why it matters.
Session 2: Map
Before we touch anything, we need to see the full terrain. In this session, we gather and organize your complete financial picture — income, expenses, debts, and assets. No judgment, no prescriptions yet. Just an honest look at where you actually are so we know what we're working with.
Session 3: Build
Now we construct the system. Using your goal and your financial picture, we simplify your money management, reduce decisions, and put automations in place so your money moves the way you want it to — without requiring constant attention or willpower.
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
Investment
$1,500 one-time engagement
Annual Blueprint Review available for $500 — your dashboard refreshed, your plan recalibrated, your progress acknowledged.
Additional Offerings
Ongoing Coaching $150/month
For the long game. Regular support and accountability to keep you moving, adjust when life shifts, and build lasting confidence with your money.
Hourly Sessions $150/hour
Need focused help on a specific question or decision? Book time to work through it together.
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.