The Clarity Series

WHO IT'S FOR • You’re, for example, a caregiver balancing kids, aging parents, and your own needs and feeling financially stretched too thin. • You’re a high-performing professional who’s tired of DIY-ing your finances and ready for calm, clear support. • You’re in transition (grief, divorce, job change, new caregiving role) and need a fresh path forward, fast. WHAT YOU'LL WALK AWAY WITH • A clear picture of what’s on your plate vs. what actually matters. • A short, values-aligned plan you can use for the next 30–60 days. • 2–4 personalized boundary scripts for real conversations. • A 10-minute weekly money check-in routine that reduces stress. • Confidence: “I know my next step and I can handle it.” WHAT'S INCLUDED • Three 1:1 sessions (Zoom or phone – your choice) • Session 1: Discovery + Personalized Clarity Memo • Session 2: Your Calm Plan (next 30–60 days) • Session 3: One-Page Summary + First 10 Days Checklis • Brief email support between sessions (script tweaks, clarifications) • Trusted referrals to legal, tax, or investment pros (when needed)