Let’s Make Your Money Make Sense—Together.
If you've been trying to figure it all out on your own, feeling like the money advice out there is either too basic or too out of reach — you're not alone. Over 60% of people say they feel anxious when thinking about their finances. It doesn't have to be that way.
I work with people who are ready to go from overwhelmed to organized—whether you're looking to create a budget that finally fits your life, get clarity on your spending, or plan ahead for the future without the fluff.
Here's what makes working together different:
Every service I offer is advice-only and flat-fee —which means I make money from helping you, not from selling you products. I don't earn commissions on investments, insurance, or anything else. My only job is to give you honest, personalized guidance based on where you are and where you want to go.
As a former financial services professional, I understand both sides of the coin. I've been there and marketed it. Now I'm on your side—helping you navigate an industry I know inside and out, without the sales pitch.
You get:
Clear direction without the sales pitch
Strategies tailored to your actual life, not a one-size-fits-all template
Education that empowers you to make informed decisions
Support without pressure or judgment
Not Sure Where To Start? Good — Read This..
Most people come to me already knowing something is off. They just don't know what to call it or where to go first.
That's exactly why the intro exists. It's not a session — no advice, no deliverables, nothing to prep. It's 30 minutes for you to tell me what's going on and I'll point you toward exactly what service fits you best. You talk, I listen, and we figure out your next move together. Come as you are — messy money and all.
Ready to request yours? Email hello@thebrandsandbands.com
Most people I work with start with either our Budget Audit or an Ask Me Anything (AMA) session. Why? Because the budget is usually the foundational shift — it gives you a clear picture of what's possible with your money and where to go next. Not ready for a session yet? Check out our classes and digital products or sign up for the newsletter to get you started.
Need more support after any of these? Ask about “The Dash Plan”, a 6-month coaching option for clients or clients who want ongoing guidance beyond a single session.
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Ask Me Anything: Private Financial Session
Not every financial decision requires a full plan. Sometimes, you just need the right answer—clearly, confidently, and without pressure.
This is a private, judgment-free space designed for real conversations about your money. Whether you’re navigating saving, budgeting, insurance decisions, or simply trying to make sense of your next move, this session meets you exactly where you are.
No long-term commitment. No overwhelm. Just focused, thoughtful guidance.
The Experience
Before we meet, you’ll complete a brief intake so I can understand your situation, your questions, and what matters most to you right now.
From there, we step into a focused, one-on-one conversation—where you can ask what you actually want to ask.
No scripts. No surface-level answers.
You’ll receive clear, direct insight tailored to your situation—so you can move forward with more confidence and less second-guessing.
Who This Is For
This experience is ideal if you’re not ready for full-scale financial planning but still want trusted, strategic guidance.
It’s for the moments in between—when you’re making decisions, weighing options, or simply want to talk things through with someone who understands both the numbers and the nuance.
What You Can Expect
A private, one-on-one financial conversation tailored to your questions
Thoughtful, personalized answers grounded in your current situation
A no-judgment space to talk openly about your finances
Clarity you can act on—without unnecessary complexity or pressure
How It Works
Complete a short intake form prior to your session so I can come prepared with the right context.
Then, you show up.
No preparation needed on your end—just your questions, your thoughts, and whatever’s been sitting on your mind about money.
Investment:
30-Minute AMA – $100 Single (1:1): https://bit.ly/AskMeAnything30
75-Minute AMA – $200 Single (1:1): https://bit.ly/AskMeAnything75
30 Minutes: $175 Couples:
75 Minutes: $300 for Couples:
Want to go deeper? We'll walk through your issue (like debt, retirement questions, etc), goals, or money hiccups together. You'll also get a follow-up recap so you can take action with confidence.
Both session types are safe, private, and judgment-free. Ask what you really want to know—and leave with next steps, not confusion.
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Making the Math, Math: Budget Audit
A private, high-touch review of your financial life—designed for clarity, precision, and control.
This is not about budgeting harder. It’s about understanding your money at a level most people never reach.
If your finances are moving, but not with intention… if you’re earning, spending, and saving but still questioning where it’s all going—this audit is where we refine everything.
You’ll begin with a curated intake, outlining your income, expenses, and financial priorities. From there, I conduct a comprehensive review of your recent financial activity—analyzing your cash flow, spending patterns, and structural decisions.
What follows is a clear, strategic breakdown of what’s working, what’s misaligned, and where your money can be repositioned to support the life you’re actually building.
No templates. No generic frameworks. No unnecessary complexity.
Just tailored financial insight—delivered with precision.
The Experience
This is a discreet, detail-oriented audit designed to bring your financial picture into full view.
Clients often arrive with the sense that something is “off,” even when the numbers appear solid. What we uncover together is where money is being underutilized, misallocated, or simply overlooked.
In one engagement, a client uncovered nearly $10,000—without increasing her income—by refining her paycheck structure, realigning her budget categories, and making intentional adjustments to her spending.
The outcome isn’t just numbers—it’s control, confidence, and clarity that carries forward.
What You Receive
A comprehensive written audit of your budget, expenses, and financial goals
Strategic, personalized recommendations grounded in your actual financial behavior
Insight into your cash flow structure, spending patterns, and decision-making gaps
Two weeks of private email access for follow-up questions and implementation support
A refined, analysis-only experience—no templates, spreadsheets, or pre-built budgets
Timeline
Your audit is delivered within 7 business days after receiving your completed intake and financial documentation.
Investment:
Individual:
$125 (no call) — just your numbers and my honest take on what's working and what could work better: https://bit.ly/BudgetAuditAdd-on:
30-minute talk-through: $75 -
Making The Math, Math: Budget Done For You
You don’t need to cut everything out. You need a budget that actually makes sense for how you live.
A tailored financial structure designed to support your lifestyle—not restrict it.
If your money feels inconsistent, stretched, or harder to manage than it should be, this experience brings clarity and direction to your cash flow—without forcing you into a system that doesn’t fit.
No templates. No unrealistic rules. No starting from scratch every month.
Just a budget that works—with your life, your income, and your priorities.
The Experience
You’ll begin with a detailed intake outlining your income, expenses, and financial goals.
From there, I take a deep look at how your money is currently moving—identifying patterns, gaps, and opportunities to create more stability and flow.
What you receive is a fully built, personalized budget designed to give you structure where you need it and flexibility where you want it.
Because your money should support your life—not feel like something you have to constantly fix.
Client Experience
A creative freelancer came in dealing with unpredictable income and delayed payments—making it difficult to stay consistent or plan ahead.
Through this process, we restructured her cash flow to smooth out income gaps, built in space for taxes, and created a system that allowed her to save consistently—without cutting out what she enjoys.
The shift wasn’t just in her numbers—it was in how her money worked.
What You Receive
A fully personalized budget aligned with your income, expenses, and priorities
A complete cash flow breakdown so you can clearly see where your money is going
Strategic recommendations to improve consistency, flexibility, and flow
A guided video walkthrough so you can confidently implement your plan
Two weeks of private email support for questions and adjustments
Timeline
Your completed budget and supporting materials will be delivered within 7 business days after receiving your intake form and financial details.
Investment:
$250 (no call) — this service doesn't require us to chat before I build your budget! 1:1: https://bit.ly/BudgetDoneForYou
Add-on:
30-minute talk-through: $75 -
Financial Planning: Basic Build
A strategic financial roadmap—designed to give you clarity, direction, and full control.
No ongoing commitment. No long-term contracts. Just a plan that moves you forward.
If you’re ready to get serious about your money but don’t need continuous management, this experience gives you exactly what you need: a clear, personalized path based on where you are right now—and where you want to go next.
This is where your financial questions turn into decisions, and your decisions turn into a plan.
The Experience
You’ll begin with a detailed intake so I can fully understand your financial picture—your income, expenses, goals, and priorities.
From there, we meet for a focused, one-on-one session where we walk through your finances together—identifying what’s working, what needs attention, and what steps will create the most impact.
Following our session, I translate everything into a clear, structured roadmap—so you’re not left wondering what to do next.
No fluff. No overwhelming reports. Just direction you can actually use.
Your Role, Your Control
At The Brands and Bands Strategy Group, your money stays in your hands.
There’s no asset management, no handoffs, and no loss of control—just education, strategy, and a plan built for you to execute with confidence.
Who This Is For
Individuals or couples ready to establish a clear financial direction
Those who want expert guidance on where to start—and what to prioritize next
Busy professionals who value focused, efficient financial advice
Anyone looking for a structured plan to guide their finances over the next year or more
What You Receive
A 30-minute onboarding session to assess your finances and define your goals
A personalized, step-by-step financial action plan tailored to your situation
A concise 3-page summary delivered within 5 business days, outlining your next steps
A guided video walkthrough so you can clearly understand and implement your plan
Three weeks of private email support for questions and real-time clarity as you take action
The Outcome
You leave this experience with more than information—you leave with direction.
A clear understanding of where you stand, what to prioritize, and how to move forward with intention over the next year and beyond.
Investment:
Individual: $1,100 https://bit.ly/FinancialPlanning-BasicBuild
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Financial Planning: Future Build
Your financial plan—refined, supported, and actively managed with you throughout the year.
This is where strategy meets consistency.
If a one-time plan gives you direction, this experience ensures you stay aligned, make adjustments in real time, and continue moving forward—no matter how your life or finances evolve.
Because a plan only works if it’s maintained.
The Experience
You’ll begin with a comprehensive financial foundation—your personalized plan, built with intention and clarity.
From there, we move into a structured rhythm of quarterly check-ins—creating space to review progress, refine your strategy, and address new decisions as they come up.
This isn’t reactive. It’s proactive, consistent financial guidance designed to keep you on track all year long.
No guessing. No starting over. No letting your plan sit untouched.
A True Partnership—On Your Terms
At The Brands and Bands Strategy Group, your money stays in your control.
There’s no asset management, no handoffs, and no dependency—just ongoing education, strategy, and support so you can make informed decisions with confidence.
Who This Is For
Individuals or couples who want ongoing guidance—not just a one-time plan
Those who value accountability and want to stay consistent with their financial goals
People navigating change—career shifts, income growth, lifestyle upgrades—who need their plan to evolve with them
Anyone ready to treat their finances with intention over the course of a full year
What You Receive
Your Financial Foundation:
Full “Basic Build” experience, including onboarding, a personalized financial plan, and a guided video walkthrough
Three weeks of email support following your initial plan delivery
Ongoing Strategic Support:
Four private quarterly sessions (every 3 months) to review progress, adjust your plan, and address new priorities
Real-time guidance as your financial picture evolves throughout the year
Built-in accountability to help you maintain momentum and follow through on your plan
Investment Structure
This is an annual engagement, with the option to pay in quarterly installments.
The Outcome
You don’t just walk away with a plan—you stay connected to it.
With consistent refinement and expert guidance, your finances become something you actively manage with clarity, not something you revisit only when there’s a problem.
Investment:
Individual: $2,400 : https://bit.ly/4a27qN8
Want to break up the cost?
An optional payment plan (Quarterly) is available—email me at hello@thebrandsandbands.com for details or click here: https://bit.ly/4ou1brd -
Group: Financial Education
[ Price based on group size + focus]
This service is ideal for:
Small groups looking for an affordable, engaging session to learn about financial literacy topics like saving, budgeting, and investing.
Employees or teams who want to improve their financial knowledge in a supportive, collaborative environment.
Individuals looking to connect with others on the same financial journey while learning key financial skills.
What's included:
60-minute group session — A guided discussion on financial topics such as saving strategies, budgeting tips, or investing basics.
Interactive learning — Group members can ask questions, share experiences, and get tailored advice based on the session's theme.
Resources — Receive templates, guides, and actionable tips to apply the lessons from the session to your own finances.
Follow-up:
Receive a recording of the session and additional resources to continue learning.
Our Funds Focus:
The Brands And Bands service areas focus on financial education and planning fundamentals. Depending on your service level, we can address any of the following areas:
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Understand where your money is actually going and create a sustainable system that works for your real life—not some ideal version of it.
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Build a realistic plan to tackle what you owe without shame or overwhelm - based on your goals and your income.
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Create a stacking strategy for emergency funds and specific goals—so you're not choosing between priorities. Start with saving your first $500!
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Learn how stocks, bonds, retirement accounts, and crypto actually work. I provide education and help with account setup—you stay in control of your money.
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Set up 529s, custodial accounts, and wealth-transfer strategies to create a legacy for the next generation.
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Financial Education is at the core of everything I do. Build confidence in managing your money through one-on-one or group learning. From groups to ERGs, all areas ge aligned from annoyed.
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For organizations and professionals: content creation, curriculum design, and workshop development to make financial concepts accessible and actionable.
Every service is personalized to your situation. Not every topic will apply to everyone, and that's okay. We focus on what matters most to you right now—and build from there.