A one-on-one, structured, educational review designed to help you determine whether you are financially prepared to move forward—or whether it’s time to pause and prepare.
This session is designed for individuals who are:
• Considering a major financial decision
• Unsure whether they are financially ready to move forward
• Feeling stuck between “almost ready” and “not yet”
• Wanting clarity before taking action
• Seeking an objective readiness check—not advice or pressure
The Strategic Financial Readiness Review is a live, one-on-one session guided by a standardized readiness framework.During the session, we assess your current financial positioning to determine readiness, timing, and next-step clarity.You will leave the session knowing whether now is the right time to proceed, pause, or focus on preparation.
This session is not financial, legal, or credit advice.No written plan, recommendations, or documents are provided after the session.This review does not include budgeting, debt payoff strategies, investment advice, or credit repair guidance.The value of the session is the clarity gained during the live discussion.
1. You book your session using the scheduling link on this page.
2. You complete a short readiness questionnaire prior to your call.
3. We meet live for a one-on-one Strategic Financial Readiness Review.
4. During the session, we assess readiness using a standardized framework.
5. You leave the session with clarity on whether to proceed, pause, or prepare.
If you’re unsure whether now is the right time to move forward, this session provides a structured, pressure-free way to assess readiness.Click below to book your Strategic Financial Readiness Review.
Sessions are limited and scheduled during designated availability windows.