The Monthly Anchor

WHO IT'S FOR • You’ve completed The Clarity Series and want continued support and momentum. • You’re juggling caregiving, career, and long-term goals and need space to think, plan, and adjust. • You’re tired of emotional whiplash with money and ready for a calmer, more consistent rhythm. WHAT YOU'LL WALK AWAY WITH Each month brings: • A safe, judgment-free space to check in, talk things out, and make steady progress. • Ongoing adjustments to your financial plan as life shifts around you. • Gentle accountability to help you stay focused without pressure. • Emotional relief from the mental load of doing it all alone. • A rhythm that supports both structure and self-compassion. CHOOSE THE LEVEL OF SUPPORT THAT FITS Lite Plan – $175/month: For clients who want lighter-touch, ongoing guidance. • One 60-minute session/month • Brief email support (1 per month) • Session notes + check-in plan • Client portal access Plus Plan – $225/month: For clients who want deeper engagement and more structured support. • Two 60-minute sessions/month • Priority email support (2 per month) • Quarterly financial snapshot • Client portal access • Optional partner session ($100/quarter) ***Both plans require a 3-month minimum commitment to allow for real progress.