SheStax Personal Sessions

SheStax leverages your intelligence and gives you the knowledge, tools, and confidence to make financial decisions that fit your life.

Set up a session to jump start your financial goals or dive into a specific concern such as preparing to buy a house, getting out of crippling debt, or starting to invest.

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JUMPSTART

Overwhelmed? Unsure? Ready for a financial change?

The Jumpstart package is 50 minutes one-on-one with a coach who will get real about the money in your life and how to use it as a tool for YOU. We quickly move to tactics and strategies for you to achieve the goals you have for your money and your life. You'll also get a personalized financial workbook.

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INVESTING JUMPSTART

Time to grow your wealth? You've been told you're supposed to invest, but how?

This 50 minute session focuses on understanding your investment options, risk profile, and how to determine the assets right for your portfolio. The session starts wherever you are in your investment journey and moves on to helping you identify your investment strategy so you can invest with confidence and clarity.

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In-depth Look

Is there a specific financial mountain you're trying to climb?

This is two sessions, an hour and a follow-up 30 minutes to get really specific in a financial topic you're currently working through. Maybe it is getting on top of debt, preparing to buy a house, startign to invest, building your investments, etc.

These sessions provide insight, a breakdown of financial information and options, and a personalized plan.