01 / 06
Money CheckupA lot on your money to-do list? Let’s sort through it together. Bring your questions about spending, saving, or getting organized, and we’ll work out what deserves your attention first.
Choose this session ONE TO ONE · 60 MINUTES
Money questions? Let’s talk them through.
Bring a question, a goal, or something you’ve been trying to figure out. We’ll talk it through in plain language, look at practical examples, and help you decide what you’d like to explore next.
02 / 06
Credit Cards & RewardsGet more value from your credit-card rewards. Bring your questions about points, cash back, travel perks, or annual fees. We’ll compare what you actually use and what to look for in your next card.
Choose this session 03 / 06
Spending & Budget ReviewWondering where your paycheck went? Let’s look at the habits, bills, and everyday costs behind it, then talk through a simpler way to plan your spending and make room for saving.
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Net Worth & Financial Freedom SnapshotAre you making progress toward the life you want? Let’s connect what you own, what you owe, and what you’re working toward, so you can see more than just your bank balance.
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Starting Fresh in the U.S.From budgeting and banking basics to practical relocation tips and tricks, talk through what to expect as you make your move and get settled.
Choose this session 06 / 06
Ask AnythingHave a money question that doesn’t fit the other sessions? Bring it here. We’ll take the time to understand it, explain the confusing parts, and identify what to explore next.
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