{"title":"Services","description":"","products":[{"product_id":"financial-clarity-amp-goal-setting-session","title":"Your Financial Next Step Strategy Session","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003eMaking more isn't always the answer. Sometimes you need a better plan for what you're already earning.\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch2\u003eYour Financial Next Step Strategy\u003c\/h2\u003e\n\u003cp\u003eYou make good money. Your bills are handled. But you know you could be doing more with what's left.\u003c\/p\u003e\n\u003cp\u003eMaybe you're saving, but you're not sure if you're saving enough. Maybe you have money left each month, but there's no real strategy for where it should go. Or maybe your savings, debt, spending and future goals are all competing for the same dollar.\u003c\/p\u003e\n\u003cp\u003eYour Financial Next Step Strategy is a personalized financial assessment designed to help you stop guessing and get clear about your money and what your money should be doing next.\u003c\/p\u003e\n\u003ch3\u003eWhat We'll Do\u003c\/h3\u003e\n\u003cp\u003eBefore we meet, I'll review your financial intake and Financial Clarity document so I can understand your actual numbers before our conversation begins.\u003c\/p\u003e\n\u003cp\u003eDuring our private 60-minute session, we'll walk through your finances together and look at:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eWhere your money is currently going\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAreas where you may be overspending\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eOpportunities to reduce or reallocate expenses\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow much more you may realistically be able to save\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eYour emergency savings and other financial priorities\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eDebt strategy, when applicable\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eWhat should take priority based on where you want to go\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis isn't about cutting everything you enjoy. It's about making sure the money you're already earning is positioned intentionally.\u003c\/p\u003e\n\u003ch3\u003eAfter Our Session\u003c\/h3\u003e\n\u003cp\u003eYou'll receive your personalized Financial Strategy Digest covering what we discussed, my recommendations, your next steps, and the actions we've identified to help move you toward your 1-year, 3-year and 5-year financial goals.\u003c\/p\u003e\n\u003ch3\u003eThis Is For You If...\u003c\/h3\u003e\n\u003cp\u003eYou consistently handle your monthly financial obligations and have the financial capacity to begin working beyond the basics.\u003c\/p\u003e\n\u003cp\u003eYou're ready to look at your real numbers, identify what could be working better, and build a stronger system for the money you already make.\u003c\/p\u003e\n\u003ch3\u003eWhat's Included?\u003c\/h3\u003e\n\u003cp\u003eIncludes your pre-session financial review, private 60-minute strategy session and personalized Financial Strategy Digest.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eYou already know how to make money. Let's make sure your money knows where it's going next.\u003c\/strong\u003e\u003c\/p\u003e","brand":"Coach C.D.","offers":[{"title":"Default Title","offer_id":46430006640797,"sku":"","price":195.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0519\/5713\/7565\/files\/122025.png?v=1789411439"},{"product_id":"your-financial-next-step-strategy-session-copy","title":"Homebuyer Financial Readiness Session","description":"\u003cp\u003eYou may be ready to buy a home, but you're not completely sure what buying one will do to the rest of your finances.\u003c\/p\u003e\n\u003cp\u003eYou have income. You're paying your bills. You may already be saving for your home, working with a realtor, or even talking with a lender.\u003c\/p\u003e\n\u003cp\u003eBut you're still trying to figure out:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eHow much can I comfortably carry without making everything else financially harder?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThat's what we'll work through together.\u003c\/p\u003e\n\u003cp\u003eThe Homebuyer Financial Readiness Session is a personalized financial assessment that looks beyond whether you can qualify for a mortgage and helps you understand how homeownership could fit into your actual financial life.\u003c\/p\u003e\n\u003ch3\u003eWhat We'll Look At\u003c\/h3\u003e\n\u003cp\u003eBefore our session, I'll review your Homebuyer Financial Readiness Questionnaire and Financial Clarity Blueprint so our conversation is based on your actual numbers, not estimates.\u003c\/p\u003e\n\u003cp\u003eDuring our private 60-minute session, we'll look at:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eWhat your current monthly cash flow can realistically support\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow much cash you have available for the home purchase\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eWhat your savings could look like after closing\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eYour emergency savings and other financial reserves\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eCurrent debt and financial obligations\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eExpenses beyond the down payment that you need to prepare for\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow a new housing payment could affect your ability to save and pursue other goals\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eAreas of your finances that may need strengthening before you purchase\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eBecause there's a difference between being able to \u003cstrong\u003ebuy\u003c\/strong\u003e the house and being financially positioned to \u003cstrong\u003ecarry\u003c\/strong\u003e the house.\u003c\/p\u003e\n\u003ch3\u003eThis May Be For You If...\u003c\/h3\u003e\n\u003cp\u003eYou're working with a realtor and want to get your finances organized before moving forward.\u003c\/p\u003e\n\u003cp\u003eYou're preparing to buy but aren't sure how much of your savings you should actually use toward the purchase.\u003c\/p\u003e\n\u003cp\u003eYou've received a pre-approval but aren't convinced that the amount you're approved for is the amount you should spend.\u003c\/p\u003e\n\u003cp\u003eYou're trying to balance buying a home with debt payoff, emergency savings, retirement, family responsibilities, or other financial goals.\u003c\/p\u003e\n\u003cp\u003eOr you simply want someone to look at the numbers with you and help answer:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\"If I buy the house, what does the rest of my financial life look like?\"\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003eAfter Our Session\u003c\/h3\u003e\n\u003cp\u003eYou'll receive your personalized Financial Strategy Digest outlining what we discussed, areas that may need your attention, and the financial action steps identified during our session.\u003c\/p\u003e\n\u003cp\u003eYour session includes a review of your financial information by Coach C.D. before your appointment, a private 60-minute Homebuyer Financial Readiness Session, and your personalized \u003cmeta charset=\"utf-8\"\u003eHomebuyer Financial Readiness Summary.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDon't prepare only to purchase the home. Prepare your finances for what comes after you get the keys.\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003eReferral Disclosure\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eCoach C.D. does \u003cstrong\u003eNOT\u003c\/strong\u003e pay or receive referral fees, commissions, kickbacks, or other compensation in connection with referrals to or from real estate professionals.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe Homebuyer Financial Readiness Session is conducted independently. 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