Why the Goal-Setting Workshop Works

So many budgets fail not for lack of spreadsheets, but for lack of clear targets. I designed this 1-hour workshop after coaching clients who knew they wanted change but couldn’t define exactly what or when. By guiding you through the SMART framework and instantly translating your goals into an actionable Excel plan, we remove uncertainty and set you up for success. No generic advice—just tailor-made objectives and the tools to track them..

If I’m not happy with my Goal-Setting Workshop, can I get a refund?

Your success is my success. If you don’t feel you left with clear, actionable goals and a working plan, contact me within 24 hours. I’ll evaluate and offer a partial or full refund depending on the outcome.

How do I schedule my 1-hour session?

Within two hours of purchase, you’ll receive an email with a link to pick your preferred 60-minute Zoom slot. Select a time, and you’ll get an instant confirmation.

What do I need to prepare?

Please have:

• A list of your financial aspirations or “big wins” you want to achieve
• Any past goal-setting attempts or notes (if applicable)
• A willingness to think long-term (3–12 months) and break those targets into steps

Can I book additional goal workshops later?



Absolutely. If you want to refine or add new goals as life evolves, simply purchase again. Each purchase unlocks a new booking link and questionnaire.