Snapshot Sessions

$295.00

With a Snapshot Session, together we take a look at where you are currently and I will develop a tailored analysis based on your unique scenario. After the initial consultation, you will have one 90-minute session where we will go over in detail the written analysis and actively review the gaps. The three types of Snapshot Sessions are:

  • Financial Snapshot: Assets, liabilities, income, and spending baseline.

  • Budget & Cash Flow Analysis: Where your money goes vs. your priorities, leaks, and savings capacity.

  • Estate Readiness Audit: Beneficiary designations, missing documents, and guardianship questions.

With a Snapshot Session, together we take a look at where you are currently and I will develop a tailored analysis based on your unique scenario. After the initial consultation, you will have one 90-minute session where we will go over in detail the written analysis and actively review the gaps. The three types of Snapshot Sessions are:

  • Financial Snapshot: Assets, liabilities, income, and spending baseline.

  • Budget & Cash Flow Analysis: Where your money goes vs. your priorities, leaks, and savings capacity.

  • Estate Readiness Audit: Beneficiary designations, missing documents, and guardianship questions.