Money Strategy Session

YOUR NEXT
MONEY MOVE

50-Minute Private Coaching Session + 7 Days of Written Support

Returning client? Book directly here →

Saprina
Clarity // Strategy // Next Move

THE MANIFESTO

Clarity Over
Information

You don’t need more financial information. You need to know what makes sense for YOU.

You’re perfectly capable of handling your money on your own most of the time.

But every once in a while, you hit something important that you don’t know how to solve.

That’s where I come in.

Real talk.
EDITORIAL NOTE
“More data creates analysis paralysis. A singular focused thesis creates momentum.”
DIRECTIVE NO. 01

SESSION ARCHITECTURE

The Exact Support
You Need

Your Next Money Move is a focused, 50-minute private financial coaching session designed to help you solve one financial priority, create a personalized strategy, and know exactly what to do next.

No long-term coaching commitment.

No generic financial advice.

No spending the next three weeks Googling your way toward an answer.

Just expert financial guidance for the thing you need help with right now.

01

50-Minute Diagnostic

A focused one-on-one strategy session where we tackle one money problem, look at what’s actually happening with your numbers, and figure out the smartest next move.

  • Cash flow: Figure out why the money feels tight and fix the timing or spending issues.

  • Debt payoff: Build a clear payoff strategy based on their actual numbers.

  • Savings + next steps: Decide how much to keep in cash, what to prioritize next, and where their money should go.

02

Personalized Strategy Plan

Delivered within 24 hours of our session, you’ll get a personalized action plan that lays out exactly what to do next, what to prioritize, and the timeline for making it happen.

  • Your next 3–5 moves: The exact actions to take after the session.

  • Your numbers: Recommended amounts, targets, or percentages based on what we worked through.

  • Your timeline: What to do now, what can wait, and when to revisit the plan.es

03

7 Days Direct Support

You’ll have private written support after your session so you can ask follow-up questions, get feedback as you put the plan into action, and make sure you’re on the right track.

  • Ask follow-up questions as they come up.

  • Get feedback

  • Check in when you’re unsure what to do next.

WHAT WE CAN TACKLE TOGETHER

Master Your
Priorities

You don’t need more financial information. Sometimes you don’t need more information. You need someone who knows what she’s doing to look at your actual situation and help you decide what to do next.

CORE PHILOSOPHY

One financial priority per session.

// Zero overwhelm. Pure execution.

We do not dilute focus across ten disparate goals. We diagnose, engineer the solution, and execute in real time before our call ends.

TOPIC 01

Debt Elimination strategy

Stop bleeding money to compounding interest. We construct an optimized payoff hierarchy, balance transfer strategy, and emergency reserve buffer that wipes out liabilities without freezing your lifestyle.

TOPIC 02

First-Time Investment Entry

Overcome analysis paralysis and market fear. We configure your brokerage accounts, establish a low-cost total market index strategy, and automate dollar-cost averaging in under 90 minutes.

TOPIC 03

Cash Flow & Account Redesign

Rebuild your account architecture to operate on autopilot. We eliminate budget tracking friction with automated sub-accounts, high-yield cash sweeps, and exact tax-efficient withdrawal structures.

Built For The
Capable Woman

You don’t need another budgeting 101 lesson or an app telling you how much you spent last month.

You’re making good money. The problem is figuring out what to do with it.

Your money may be spread across different accounts. You might be unsure how much to keep in cash, what to invest, which debt to tackle first, or whether the strategy you’ve been using still makes sense.

You don’t need more information. You need someone to look at your actual financial picture and help you figure out your next move.

  • You’re smart, capable, and making good money, but you’ve hit a financial decision you don’t feel confident making on your own.

  • You don’t need ongoing coaching. You need expert eyes on one specific money problem.

  • You’ve already done the Googling, podcast listening, and ChatGPT research, but you still want a strategy built around your actual numbers.

  • Once you know what to do, you’re comfortable taking the plan and implementing it yourself.

Saprina
Clarity // Strategy // Next Move

THE RUNNING ORDER

Inside Your
Session

No vague theories or generic financial templates. We deconstruct your numbers, diagnose your bottlenecks, and build a tactical roadmap in 50 surgical minutes.

01
Before We Meet
Phase One · The Money Snapshot

The Money Snapshot

Before we meet, you’ll complete a short financial questionnaire so I can understand your numbers, your goals, and the specific problem you want to solve. That way, we can spend our session working on the solution instead of gathering information.

Income & Expenses
Goals & Priorities
Your Key Question
02
50 Mins Live
Phase Two · The Strategy Session

The Strategy Session

In our 50-minute private session, we’ll focus on one financial priority, work through your options, and decide on the best next steps based on your actual numbers and your life.

Review Your Numbers
Explore Your Options
Decide Your Next Move
03
Within 24 Hours
Phase Three · Your Action Plan

Your Action Plan

Within 24 hours, you’ll receive a personalized plan that outlines exactly what to do next, what to prioritize, and the timeline for putting it into action.

Your Next Steps
What to Prioritize
Your Timeline

DECISION MATRIX

Choose Your
Path

Choose the level of support that fits what you’re working on, how quickly you want to move, and how much help you want along the way.

FOCUSED SPRINT

Your Next Money Move

A tactical 90-minute private strategy diagnostic to untangle one high-stakes financial bottleneck and deploy a clear execution model immediately.

  • One 90-minute private strategy session

  • A custom action plan built around your numbers

  • One week of written follow-up support

  • Come back and book another session whenever you need it

FULL IMMERSION

Private Coaching Experiance

A longer-term coaching partnership where we look at your full financial picture, adjust the plan as your life changes, and give you ongoing support as you work toward your goals.

  • Bi-Weekly 60-Minute money Sessions

  • Text & Voice Support in between

  • Access to my entire body of work and tool kit

  • Personalized strategy, accountability, and hands-on help implementing your plan

ONE 50-MINUTE PRIVATE COACHING SESSION

Secure Your
Spot

You are not supposed to know how to solve every financial problem by yourself.

01

Initial Application

IF THIS IS YOUR FIRST TIME WORKING WITH ME You’ll start with a short application.

The application allows me to understand what you want help with and make sure this coaching format is appropriate for your situation.

02

Book Your Session

If your application is approved, you’ll receive a link to: Pay your $247 session fee, Choose your session time and Provide the financial information and context that will help us make the best use of our 50 minutes

There is no consultation call.

03

Existing clients

IF WE’VE WORKED TOGETHER BEFORE

No application needed.

Once you’re an existing client, you can simply pay, choose your session time, and provide the information we need for your priority.

OPERATIONAL CLARITY

Uncover The
Details

Straight answers on timelines, structure, scheduling, and prerequisites. No hidden terms or corporate ambiguity.

Can I bring multiple money problems to one session?

We’ll focus on one priority per session. Your financial life is interconnected, so other things may naturally come up as we work. But having one primary focus lets us go deep enough to make meaningful progress instead of touching five different problems and solving none of them.

If there’s something else you want to work on afterward, you can book another session when you’re ready.

What if I don’t know what my biggest financial priority is?

That’s okay.

You don’t need to diagnose yourself perfectly before you work with me.

Tell me what’s happening, what feels difficult, and what you want to change. Part of my job is helping you determine what actually deserves your attention.

Do I have to commit to multiple sessions?

No. There’s no package of sessions you have to use and no ongoing coaching commitment.

We work on your current priority, you get seven days of support while you implement, and then our coaching cycle is complete.

If that’s all you need, great.

If another financial priority comes up later, come back.

How soon can I book another session?

Whenever you need one.

There’s no required amount of time between sessions. If you finish one coaching cycle and you’re ready to work on something else, you can book again.

You also don’t have to keep booking just because we’ve worked together once.

Do I have to apply every time?

No.The application is only required before your first session.

It helps me make sure this coaching model is appropriate for what you need and that we’re a good fit to work together. Once you’ve been approved and become a client, you’ll be able to pay and book future sessions without applying again.

Is there a consultation call before I book?

No. You’ll submit a short application first. If approved, you’ll receive everything you need to pay and schedule your first session.

Is this just for budgeting?

Definitely not. Budgeting and cash flow are things we can work on, but they’re only one part of your financial life. We can also work on debt, saving, your safety net, account systems, wealth building, financial independence, financial decisions, and other priorities that fall within the scope of my coaching.

Will you set everything up for me?

This coaching model is primarily done with you, not done for you.

If we’re working on your Monarch setup, for example, we can work on it together during the session. If we’re developing your debt strategy, we’ll make those decisions together.

My longer private coaching container includes more done-for-you support.

What if my financial situation is complicated?

Bring me the complicated situation.

You do not need to organize your finances perfectly before asking for help.

Your job isn’t to arrive with the answer.

That’s what the coaching is for.

What does “unlimited written coaching” mean?

You can send me as many questions as you need during your seven-day support period as long as they relate to the financial priority we worked on during your session. Unlimited does not mean 24/7 or immediate access.

I respond during my established coaching hours, which you’ll receive when you book.

The goal is to give you meaningful support while you implement not hand you a plan and disappear.

What if I realize I need more support?

Then we’ll talk about it. Sometimes one focused coaching cycle is exactly what you need.

Other times, we start working together and discover that what’s happening isn’t one isolated problem. There may be multiple priorities, behaviors, decisions, or patterns that would benefit from ongoing coaching. If I believe you’d be better served inside my 3-month private coaching container, I’ll tell you.

You can decide whether that level of support makes sense for you.

Stop trying to piece together the answer.

Get a strategy built around your money, your goals, and your actual life.

Bring me the thing you’re stuck on.

We’ll figure out your next move together.

Make Your
Move

Stop deferring the high-leverage strategic decisions that compound across your enterprise. Secure your comprehensive 1-on-1 money advisory session today.

Limited to 4 clients per month