Abundance Assessments

An Abundance Assessment is a holistic assessment of your money: your dreams and desires, your goals, your concerns, your assets, your debts.

Sooooo many people have Big Feelings about money, and (relatedly) don't know what to do with the money they work damn hard to earn.

Most financial advisors are absolutely clueless and impatient when it comes to understanding the many emotions that can come up around money: dread, fear of making a mistake, fear of being broke, fear of not having enough money for retirement, family and cultural stuff around money, past money trauma, and more.

In fact, when I was a financial services representative, my colleagues were annoyed whenever feelings came up during their appointments with prospects or their existing clients.

Because feelings take too long to deal with, and time is money, ya know?

That's why I do Abundance Assessments: because people need to be able to have their feelings around money and STILL get support!

How it works: we'll do three sessions where we dive into your money, hopes, dreams, and concerns about your future, and then you get suggestions and support for implementation.

Over three appointments, you get the following support:

~ We'll go over your income, your spending, your assets, and debts (if applicable).
~ We'll go over your goals and desires about money, as well as any concerns and fears about money and the future.
~ You'll get a personalized report with recommendations to help you meet those goals—investment and saving strategies—as well as education.
~ You'll get fierce cheerleading, coaching, and support with making it all happen.

Investment: sliding scale of US $500-$1000

Important note: I charge a fee for these assessments and I do not make commission on financial products. I cannot hook you up with a specific company or product for you to invest in. I can, however, provide education, support, and suggestions for planning.

Reach out to set up a complimentary 45 minute conversation where we have a Crystallizing Call to discuss what you're wanting and whether we're a good fit.