The Blueprint Session

Your money, laid out clearly. In one focused session.

Not sure where to start? The Blueprint Session is it. We spend 90 minutes to 2 hours getting everything on the table. Your numbers, your goals, your biggest stressors and you leave with a written, customized plan and clear action steps.

The Process

Here's how it works

We Connect First (Free)

Before you book a Blueprint Session, we start with a free virtual intro call. I want to make sure I can genuinely help you — and that you feel comfortable before we dive in. Every single past client started here.

Prep Work (Before the Session)

Once you're booked, I'll send you a questionnaire and some prep work — a gentle look at your income, spending habits, and financial picture. (If looking at your bank account feels too stressful right now, that's okay. I'll meet you where you are.)

The Session (90 min – 2 hours)

We lay everything out together. You tell me what's working, what isn't, and what you're trying to build. We look at your numbers. We talk about your goals. Together we'll create a practical blueprint for what comes next. It's also a chance for us to get to know each other and see if we're a good fit moving forward.

Your Blueprint (Delivered After)

After the session, your personalized Mindful Money Blueprint arrives in your inbox — a clear, personalized financial blueprint with action steps tailored to your situation.

Choose the option that fits your situation.

Personal Finances

Blueprint Session | Personal

90 minutes

$297

Personal + Business Finances

Blueprint Session | Personal + Business

2 hours

$397

Not sure which option is right for you? Start with a free intro call and we'll figure it out together.

The Right Fit

The Blueprint Session is a great fit if...

You’re feeling overwhelmed or unsure about your finances, even if you’re earning well.
You’ve tried to get organized before but it didn’t stick.
You’re a solopreneur or small business owner with blurred personal and business finances and/or cash flow stress.
You have variable or irregular income and you can’t seem to make it feel stable.

You’re approaching retirement and want a clear spending plan, not just savings advice.
You just want someone to look at your numbers with you, without judgment.

If any of this sounds like you, the Blueprint Session is designed to help you breathe easier, stop avoiding money, understand what’s actually happening, and feel capable again.

Not sure where to start?

You don't need to have it all figured out. That's what the free intro call is for. Come as you are, we'll talk through where you are, what feels hard, and whether this is the right next step.

All inquiries are responded to within 24 hours.