Before we meet,
let's get you Into JoyFlow.
The more honestly you engage with these, the more powerful our first session will be.
This is the most time-sensitive step. We need 4–6 weeks of real spending data before we meet — so the sooner you connect, the more we'll be able to see together.
Monarch Money is a secure app that links your bank and credit card accounts. Once you connect, I'll have access to your spending patterns through our shared advisor dashboard — no manual spreadsheets, no guessing.
Check your inbox — you'll receive a separate email with a personalized link and unique code to get started.
Set aside about 30 quiet minutes. You'll use Canva (free) to create a visual collage of the life you want — not someday, but in the next 5–10 years.
Don't overthink it. The images you're drawn to will tell us more than any spreadsheet can.
A short reflection exercise — about 15–20 minutes — that helps you identify what actually matters most to you. This becomes the foundation for everything we build together.
Start the Values Sort →Complete these in order if you can — each one builds on the last. That said, life happens. Do what you can and we'll work with what you bring.