Young + Scrappy Discovery Sessions

Ready to get a one-time snapshot of your financial health? Then you’ll love our Discovery Sessions, which help you focus on the areas stressing you out the most.

Part financial literacy, part action plan, we’ll dig in together and get started on optimizing your financial health!

Topics include:

Budgeting Basics

Learn the theory behind the Young + Scrappy budgeting system, including how to give yourself a weekly allowance and automate your savings goals. Includes access to the Y+S Budgeting spreadsheet.

Debt/Student Loans

Not sure the best way to approach paying down debt? We’ll go over the basics together, so that you understand your options. As a bonus, I’ll share my favorite debt calculator with you!

Investing 101

Learn the basics of investing, using your current financial goals as background context. I’ll give you the rundown on what types of accounts, investments, and useful resources are out there.

Raising Your Credit Score

If you want to take out a loan, you have to play the game. Bring a recent copy of your credit report and prepare to learn the parts of a credit score and how to improve yours.

Improving Your Money Mindset

If your financial life is marked by shame, fear, or anxiety, this is for you. Learn how to embrace and invite abundance, no matter your current situation.

Personal Finance for Entrepreneurs

We’ll chat about what’s going on in your business, and I can give you some best practices for keeping tabs on your small business finances.

So how does it work?

  1. You schedule your two hour spot using the scheduling tool below.
  2. Before our session, prepare any relevant documents, including pay stubs, lists of recurring expenses, basic budget numbers, debt information, investment account statements, and whatever else you want to discuss!
  3. Either show up at my office or join our video conference at the relevant time, and we’ll take two hours to dig into your focus areas and give you a starting point for moving forward with financial changes.
  4. I send a comprehensive follow-up email with my recommendations for your situation going forward!

Pumped and ready to get started? Use the handy scheduler below to book your Discovery Session!

Only want to focus on one small topic? Click the button below to book one of our shorter, 50-minute Financial Focus Sessions instead.

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