Most financial reviews focus solely on the numbers—the "what." But if the "what" isn't changing, you have to look at the "how" and the "why." The Financial Wellness Audit is a comprehensive assessment designed for individuals or households who are ready to stop guessing and start growing.
We take a 360-degree look at your financial life, through the lens of financial psychology. We analyze the intersection of your income, spending patterns, and those deep-seated "money scripts" that drive your decisions. This isn't a passive report; it is a motivational roadmap. By identifying the "missing link" between your goals and your daily behavior, we provide a clear, actionable strategy to redirect your energy toward your core values and long-term peace of mind.
This deep dive is designed to give you a clinical yet compassionate view of your financial health. Key focuses include:
Fill out the form below to request your Individual Financial Behavior Coaching consultation. Let’s start aligning your money with your mind.