Quick Clarity Sessions

Fiduciary | $285 | 80 minutes

  • The Quick Clarity Session is designed to move beyond surface level questions and into structured analysis.

    You can learn more about the session here: https://www.spend-it-right.com/blog/why-i-designed-an-80-minute-financial-clarity-session

  • We model cash flow during job changes to bridge income gaps. We also analyze 401k/403b/457 rollovers and benefit trade-offs to ensure your financial security during a pivot.

  • Raising kids is expensive. Funding college is a common and complex decision for parents.

    We review current cash flow needs and plan for current expenses and college needs using 529 plans and other investment vehicles.

  • We look at all your investments together and analyze whether they are tax efficient and meet your goals.

  • Based on your needs and risk profile, we create an allocation design, asset mix strategy, implementation guidance.

  • The divorce is finalized and you need to rebuild your financial life. This session is to help prioritization your next steps after divorce - what to address now, what can wait, and how decisions interact.

  • You received a lumpsum and want to decide how to use the money.

    This session is for decision sequencing for women navigating multiple financial choices at once — investments, cash flow, real estate, college costs, or career changes.

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