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.
Questions before then? Just reply to this email.
I'm looking forward to seeing what you create — and to building something that actually works for your life.