Hello, friend! I’m thrilled that you’re here and honored that you’ve come to Fortuna Money for your financial transformation. I ask all my new clients to fill out this intake form. I use that information and our discussion during our first session to identify your most impactful steps forward: right-sizing your cash savings, paying down risky debts, dialing in your retirement savings rate, prioritizing estate planning, rebalancing your insurance mix, and other key tasks for a financially healthy life.

Financial Strategy Session

The Financial Strategy Session is a big-picture, CFO-your-life deep-dive that takes a look at your assets, debts, payments, salary, savings rate, money management strategy, and anything else that’s on your money mind. I follow up with a detailed document full of actionable, prioritized, written recommendations after we meet.

Next Right Thing

If you’d like to focus less on the whole picture and more on what you need to do right now, the Next Right Thing session is for you. We take a holistic look at your financial life, and use that information to identify your top short-term priority. This 45-minute session is $100, and is ideal if you want to roll into one of our monthly plans. You get a short, focused list of action steps to tackle, on your own or with my help.

You’ll leave both sessions with a client tool that captures your immediate next steps, net worth, and savings recommendations. I also give you a worksheet to help you calculate the monthly “cost of being you,” to support you in developing a money management strategy that fits the way you actually live your life.