A personalized money plan built for the way nurses actually work.

Differentials, PRN shifts, PSLF timelines, 403(b)s, contract income — I get it, because I live it. Book your intensive to walk away with a custom report, a clear plan, and a coaching call that actually moves the needle.

What you receive

Four deliverables, one clear path forward.

1. Custom Financial Report

A 10–15 page written report unique to your situation — income streams, debt strategy, investment gaps, and priority moves

2. 60-Minute Coaching Call

A private 1:1 session to walk through your report, answer your questions, and map out your next 90 days.

3. Action Roadmap

A prioritized list of moves — what to do this month, this quarter, and this year — so nothing feels overwhelming.

4. 30-Day + 90 Follow-Up

One email check-in after 30/90 days to adjust, refine, and keep you accountable to the plan you built.

 How it works

From intake to action plan in under two weeks.

1. Book & complete your intake

   After checkout, you'll receive a detailed intake form. Allow 30–45 minutes to complete it thoroughly — the quality of your report depends on it.

2.  I build your custom report

   Within 7 business days of receiving your completed intake, you'll receive your personalized financial report via email.

3. We meet live on Zoom

   We review your report together, talk through your questions, and finalize your action plan for the next 90 days.

4.  Check in after 30/90 days

   A follow-up email to course-correct, celebrate wins, and make sure the plan is actually working in real life