Financial Truth Call

Service Description

This free 45-minute Financial Truth Call is designed to help you break the silence around money and get real about your next steps. Led by a certified professional life coach and licensed financial professional with 15 years of experience in the banking and insurance industries. This space is designed to help you break the silence around money, uncover what’s keeping you stuck, and walk away with real clarity on your next financial steps, without pressure or shame. We’ll talk through: 💰 Where you currently stand financially 💡 What’s working, what’s missing, and what you actually want 🧠 How to start building a financial plan that aligns with your real life, not just survival mode This is a safe space. No judgment. No pressure. Whether you’re starting from scratch or looking to make more confident decisions about your legacy, this call is the first step. ✅ Currently serving clients in Texas and North Carolina (expanding out within the 50 states soon) ✅ A member of my extended financial literacy team may join for added insight ✨ Let’s get clear, together.