Annual Check-In Sessions

Details

Starting in 2024, and for previous clients only, I will be unveiling a new service called Money Check-Ins!

Money Check-Ins are a chance to partner with me as your own personal financial side kick! 

Money Check-Ins will operate on an annual basis, a little bit like having Money Muse on retainer.

Check-Ins are purchased in advance, good for one year, and can be used anytime something comes up in your financial life.

The best part, purchasing a Money Check-In gives you access to email support for the year!

To celebrate this new offering, I am offering discounts of 10-20% off the price of sessions for 2024!

 Money Check-Ins are a great time to:

• Review you previous $$$ plan including amounts allocated to spending, saving, investments, and goals. Do these amounts need to be updated based on life, job, or goal changes?

• Investment account types, amounts, asset allocations, and portfolio returns. Do you want to invest more each month? Or perhaps a lump sum? Is your asset allocation still right for you based on your risk tolerance, time, and interest level?

• Set a new goal, and create an action plan to get there. Want to buy a house, have a wedding, have a baby, take a sabbatical, or retire early? Let's make a plan for that!

Ways to use your Money Check-In 

👩‍💻 Got a new job or a raise?

• Reassess how much you're investing each month

🏡 Moved, had a baby, got married/divorced, or other significant change in expenses?

• Recalculate emergency savings and come up with a plan to get there

• Reassess spending plan and investments to be sure you're still on track

💵 Want to make more money in 2024?

• Come up with a plan to negotiate a raise or make a job change

• Get help starting a business or side hustle

📈 Curious if your current investments are still right for you?

• Go through a risk tolerance analysis

• Calculate your portfolio performance

• Make updates to align with your vision

🤑 Want help with reducing taxes?

• Get help starting a business or side hustle

💰 Got a chunk of money you don't know what to do with?

• Go through a prioritization exercise to figure out how to best allocate the money to savings, investments, or goals

🥳 Curious how your retirement plans are coming along?

• Let's run the numbers and come up with a plan to get you to your next phase

FAQ

What is a money check in?
A money check in is a session with Stephanie to update or tackle any new topic that's come up in your financial life or to review progress and make changes to your financial plan.

How does it work?

Check-ins are purchased in advance, and can be used anytime, depending on your preference. Think of it as partnering with Money Muse on retainer, for any of your money questions that come up during the year.

How long are they good for?

Check-ins are designed to be used within a 1 year period from purchase. If you'd like to to partner quarterly on achieving your financial goals, we recommend the purchasing 4 sessions.

What is a quarterly check in good for?
A quarterly check-in is ideal for reviewing in more detail your financial plan and progress. It is also good for checking in on new financial opportunities that present themselves such as a raise, job change, or buying a house.

What is an annual check in good for?
An annual check in is great to review your financial plan and investments, and determine if anything needs to be changed based on your goals, returns, or life changes.

How do I sign up?
You can purchase up to 4 check-ins per year, in any increment!

How much does it cost to partner with Stephanie on my finances?

You can purchase one annual check in for $450 ($50 discount), or up to 4 (quarterly) check ins for $1600 ($400 discount).

Got another question, drop me a line at steph@themoneymuse.co