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You don’t need a lifetime of coaching to start changing your financial story.
In just a few focused weeks, you’ll gain clarity, build momentum, and walk away with a 90-day roadmap built around your real life.
The Core Transformation Program combines the power of the Financial Blueprint Workbook with two personalized coaching sessions that uncover the beliefs driving your money decisions — and help you rewrite them.
What’s Included
Two Private Coaching Sessions
Session 1: Your Financial Story
Workbook walkthrough + guided reflection to uncover the patterns, beliefs, and emotions shaping your financial decisions.
Session 2: Your Action Plan
Build your personalized 90-day roadmap, complete with your top three breakthrough strategies to accelerate progress.
30-Minute Accountability Session
A follow-up within 60 days to celebrate wins, resolve challenges, and keep momentum strong.
The Financial Blueprint Workbook (21 Tabs)
Your interactive toolkit for clarity, tracking, and growth — the same framework used in our full-transformation clients’ journeys.
Pre-Session Prep + Post-Session Resources
Designed to help you arrive focused and leave equipped for action.
What You’ll Experience
A clear understanding of the patterns and triggers behind your financial choices
A customized 90-day roadmap with specific next steps
Confidence to make financial decisions that align with your values
Accountability to help you stay consistent and follow through
Perfect For:
Those ready for clarity but not yet ready for a full 12-month commitment
People who want to understand the why behind their money habits — not just the how
First-generation wealth builders seeking culturally competent guidance
Anyone who’s tried DIY budgeting or financial tools and knows they need expert help to break through
You don’t need a lifetime of coaching to start changing your financial story.
In just a few focused weeks, you’ll gain clarity, build momentum, and walk away with a 90-day roadmap built around your real life.
The Core Transformation Program combines the power of the Financial Blueprint Workbook with two personalized coaching sessions that uncover the beliefs driving your money decisions — and help you rewrite them.
What’s Included
Two Private Coaching Sessions
Session 1: Your Financial Story
Workbook walkthrough + guided reflection to uncover the patterns, beliefs, and emotions shaping your financial decisions.
Session 2: Your Action Plan
Build your personalized 90-day roadmap, complete with your top three breakthrough strategies to accelerate progress.
30-Minute Accountability Session
A follow-up within 60 days to celebrate wins, resolve challenges, and keep momentum strong.
The Financial Blueprint Workbook (21 Tabs)
Your interactive toolkit for clarity, tracking, and growth — the same framework used in our full-transformation clients’ journeys.
Pre-Session Prep + Post-Session Resources
Designed to help you arrive focused and leave equipped for action.
What You’ll Experience
A clear understanding of the patterns and triggers behind your financial choices
A customized 90-day roadmap with specific next steps
Confidence to make financial decisions that align with your values
Accountability to help you stay consistent and follow through
Perfect For:
Those ready for clarity but not yet ready for a full 12-month commitment
People who want to understand the why behind their money habits — not just the how
First-generation wealth builders seeking culturally competent guidance
Anyone who’s tried DIY budgeting or financial tools and knows they need expert help to break through