Use this four-step intentional planning guide to turn your annual financial review into concrete, actionable goals for 2026. Learn how to fix foundation issues and set measurable next net worth targets.

I share my personal doubt about market saturation when information is free. My true value is helping you act on your knowledge, ask the right questions, and provide the personalized accountability necessary to bridge the gap between financial theory and real-life success.

It’s easy to lose track of our financial goals. This annual check-in is a guide to reflecting on your progress and seeing if your spending and saving have truly aligned with your values so far this year.

Stop getting lost in monthly budgets. This guide outlines the essential 3-pillar annual check-in framework. It's the critical step to confirm your money aligns with your values and make necessary pivots before planning for the year ahead