peace begins with clarity
Financial Wellness
Assessment
A guided, judgment-free session to evaluate your financial health, uncover what’s keeping you stuck, and take your first step toward clarity, confidence, and peace with your money.
What is a Financial Wellness Assessment?
Think of this as your “financial checkup.”
Just like an annual wellness visit helps you understand your physical health, this 60-minute session gives you a clear picture of your financial wellness — so you can stop guessing, start communicating, and make meaningful progress with your money.
We’ll explore your financial markers, systems, and stress points across five key areas of wellness:
💬 Communication & alignment
📊 Cash flow & spending habits
💰 Savings & financial security
🎯 Goal clarity
🧠 Mindset & organization
But, is this right for you?
You’ll love this session if...
+ You feel disorganized or overwhelmed with money.
+ You and your spouse can’t seem to get on the same page.
+ You want to feel more in control, but don’t know where to start.
+ You want professional, judgment-free guidance (not sales pitches).
Take the first step toward peace and clarity with your finances.
What You Get
A snapshot of your financial Health
A clearer understanding of your money Stressors
A simple, actionable next step
Optional recommendations for ongoing support (if desired)
"Kaitlin helped us see our money differently. For the first time, we actually talked about what we wanted instead of what we were doing wrong?"
— Seth & Courtney
What to Expect
Book Your Session
Reserve your spot and complete a short pre-session questionnaire so I can get to know your goals and concerns.
Meet for 60 Minutes
We’ll meet via Zoom for a calm, guided conversation about your finances, priorities, and communication patterns.
Receive Your Summary + Next Steps
After your session, you’ll receive a short recap highlighting key insights and your personalized next right steps.
$199
Take the first step toward peace and clarity with your finances.
Your Financial Wellness Assessment is a simple starting point…
Designed to bring awareness, relief, and direction.
No judgment. No overwhelm. Just clarity and support to help you move forward.
Still Not sure if this is right for you? Have questions?
Send an Email and let’s chat!