Your Care Plan, Step-By-Step

01 | Book and Come Prepared
After you book, gather your key numbers: income, debts with interest rates, savings, and any accounts you want to review. The more you bring to the table, the more specific your plan will be. Come ready with your questions and we'll dive right in.

02 | Your 60-Minute Session
One focused 60-minute video call with April where we go through your full financial picture together. She identifies the money leaks, the inefficiencies, and the moves that will make the biggest impact right now. You'll receive a recording of the session so you can revisit everything anytime.

03 | Walk Away With Your Plan
You leave with your top 3 financial priorities, in the right order, and exactly what to do with each one. You'll know the next move.

What You Get

• One 60-minute 1:1 video call with April
• Full recording of your session
• Your top 3 financial priorities, clearly ordered
• A personalized action plan tailored to your numbers