One focused session.
Complete financial clarity.
Practical next steps.
How it works
A focused, document-based Financial Assessment — not a generic conversation. You bring your last 2-3 months of statements. I bring the analysis. You leave with a clear picture and a personalized next step.
this is for you if
You make good money but don't know where it goes.
Budgeting never seems to stick.
You're tired
of feeling behind.
You're preparing for a major
life change.
You're ready
to finally get organized.
What you'll walk away with
This isn't just a conversation. You'll leave with a personalized financial game plan you can actually use.
Your Financial Clarity Blueprint
Receive a comprehensive review of your current financial picture, including your spending habits, cash flow, financial strengths, and the gaps that may be preventing you from reaching your goals.
Action Plan You Can Start Immediately
Leave with practical next steps you can begin implementing right away. Whether you choose to continue working with Productive With Purpose or not, you'll walk away with greater confidence, direction, and clarity.
Personalized Financial Roadmap
Based on your unique situation, you'll receive customized recommendations and a clear step-by-step roadmap that prioritizes what to focus on first—so you know exactly where to go from here.
Your
Purpose Score™
You'll receive a personalized snapshot of where you currently stand across the core areas of your financial life, helping you quickly identify your greatest strengths and the areas that deserve your attention first.
YOUR INVESTMENT
$97
One-time payment · Due at booking
This isn't just a 60-minute conversation.
Before we meet, I personally review your financial documents [including your last 2-3 months of bank statements] and prepare a customized analysis so we can spend our time focused on your unique situation—not gathering information. Because preparation begins before your appointment,
the assessment fee is non-refundable once your booking is confirmed
and your documents have been submitted.
Your $97 Investment Includes
✓ 60-minute Financial Clarity Assessment
✓ Professional review of your financial documents before your session
✓ Personalized Financial Clarity Blueprint™
✓ Customized Financial Roadmap
✓ Immediate Action Plan
✓ No pressure. No sales pitch. Just clarity.
Designed as the perfect first step for anyone who wants expert guidance before committing to ongoing coaching.
