90 minutes to see your financial picture clearly — and know exactly what to do next.
Income, expenses, cash flow, debt, savings, and planning — eight categories, nothing skipped. We go through it honestly, together.
The gap between what matters to you and where your money actually goes. This is the conversation most financial advisors skip entirely.
Specific actions, not general advice. You leave knowing what to do first — and what does not need your attention right now.
The session is not a consultation you walk away from and figure out later. The pre-work loads the conversation before we meet. The Clarity Summary lands in your inbox within 24 hours. The work continues after we hang up.
A focused intake you complete before our session. It loads the conversation so we start at depth instead of spending the first 30 minutes on context.
Eight categories, each rated honestly together. You leave with a clear picture of where you actually stand, not where you assumed you stood.
Named precisely, not politely. The actual issue, not the polished version of it. Most clients say this alone was worth the session.
Your Health Score, the top insights, your three priority next steps, and what you can let go of — delivered to your inbox the next day.
Specific actions tied to your situation. Not "improve cash flow" — the actual thing to do, starting this week.
We will name what is off the table so you can stop spending energy there. This is often the most relieving part of the session.
I am an accountant who refuses to let women stay passive in their own financial life. After years of watching smart, capable women avoid their numbers because the fear was never addressed — only the math — I built a different way.
This session is not a sales call dressed up as advisory work. It is 90 minutes of real strategic work, with a Clarity Summary in your inbox the next day. You leave with clarity whether or not we ever work together again.
Your $497 is fully credited toward the Legacy Blueprint Intensive or CFO Advisory (monthly, bi-monthly, or quarterly) when booked within 30 days of your session. Either way, the session pays for itself. Questions before booking? Reach out — Kim is glad to help you decide if this is the right fit.