Everyone needs a fast, focused check-in on their money habits—and that’s exactly what this 15-minute session provides. I created the Quick Finance Tune-Up after coaching dozens of clients who felt overwhelmed by lengthy budget workshops. In under a quarter hour, we’ll zero in on your biggest spending leak, tweak one or two Excel formulas or charts, and give you an actionable “next step” you can implement today.

This isn’t theory—it’s hands-on problem-solving. You’ll leave our call with clarity on where your dollars go and a simple tool that turns confusion into control. Whether you’re a busy professional or a new budgeter, this session delivers immediate insight and momentum.

If I’m not happy with my Quick Finance Tune-Up, can I get a refund?

Your satisfaction is my priority. If you feel the session didn’t deliver value, please contact me within 24 hours of our call. I’ll review your case and offer either a partial or full refund, depending on our agreement and the issues you encountered.

How do I schedule my 15-minute session?

After purchase, you’ll receive an email within two hours containing a link to book your 15-minute Zoom slot. Simply choose a time that fits your calendar, and you’ll get an automatic confirmation with all the details.

What do I need to prepare before our call?

Please have:

• An export or screenshot of your last month’s transactions (bank or credit card).
• Any existing budget or expense tracker you use (Excel, app, or notebook).
• A brief note of your top spending concern or goal for the session.

Can I book more than one Quick Finance Tune-Up?



Absolutely. If you need another focused tune-up later, just purchase the session again and you’ll gain access to a new booking link and milestone questionnaire.