MyMoney
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Your Personal Money Consult

One hour. Total clarity. A live walkthrough of your My Money Plan with a financial coach.

What to Expect

This 1-hour consult is designed to give you peace of mind, not just more information. A financial coach will walk you through your personalized My Money Plan™, explaining what each section means, why it matters, and how to take confident next steps.

  • Live walkthrough of your full My Money Plan
  • Ask questions, clarify strategies, and get unstuck
  • Get personalized next steps and accountability options
  • Leave with clarity, confidence, and a 12-week action plan