It’s time to get clarity…

Ready to take a step forward in your financial journey, but not sure what step to take? Clarity sessions are a great place to start!

This one-time 60-minute virtual session can help you:

  • Understand your current financial landscape without the fog of overwhelm
  • Decide the next right step forward with confidence
  • Clear your current roadblocks

How it works:

Schedule

Book your 60-minute Clarity Session.

Pre-Work

Complete the pre-work at least 48 hours prior to your scheduled meeting time.

Meet

Meet with Mimi via Zoom.

Implement

Take the steps discussed in your meeting and in the follow-up packet to achieve your financial goals.

Clarity Sessions – $220

Clarity Sessions offer a focused, expert look at your current financial landscape to help you optimize and take the next right step forward. Maybe you’re trying to figure out how to save for emergencies, how to prioritize your financial goals, or decide whether to save or pay off debt. Or perhaps something has changed in your life and you aren’t sure which direction to pivot.

In this session, you’ll spend a full hour with me, reviewing your finances and getting personalized answers to 2-3 topics. You’ll leave with recommended steps for you, wherever you are on your financial journey.

Clarity Sessions are designed for those that have a few money questions that they need guidance and education around. These sessions are great for new and past clients. Topics commonly include:

  • Budgeting
  • Goal setting
  • Saving money
  • Recalibrating spending priorities
  • Breaking through toxic money mindsets
  • Paying off consumer debts (credit cards, car loans, etc.)**

If you’re looking for more in-depth support, check out my 4 Session Money Mentoring program.

**(Note: Clarity Sessions are not recommended for anyone currently in default on loans or facing severe consequences from debt. Please seek support from a Certified Credit Counselor.)

After you schedule and pay for your session using my Calendly link, you will receive an email with a link to a private Jotform. Please complete the form 48 hours prior to meeting.

The form will ask questions related to your income, fixed expenses, debt, spending habits, and mindset. Allow ample time to complete the form. If you are unable to complete the form in one sitting, you will have the option to save your responses and return to the form at a later time.

Clients are welcome to reschedule 24 hours prior to the original scheduled time for any reason. If you run into a scheduling conflict, please reschedule using the Calendly link in your confirmation email. There is no fee or additional charges for rescheduling.

No-show clients will not receive a refund and may not be permitted to reschedule in the future.

I do not offer refunds on Clarity Sessions.

If you are taking whole-hearted action on the recommendations I am giving and do not see results, I will instead book a second session with you for free. This way, we can dive deeper into why those actions are not working and what could work instead.

Mentoring (both in Clarity Sessions and 1:1 ongoing mentoring) are meant to help you illuminate your current financial situation, define your goals, outline potential pathways forward, and master skills to overcome roadblocks. As a financial educator, my job is to help you feel confident, competent, and composure around your money. To do this, we have to focus on asking the right questions.

Great questions for Clarity Sessions:

  • How can I save more money toward a home downpayment?
  • What strategies can I use to pay off my debt?
  • How can I save for big goals while still enjoying my day-to-day?
  • How might I stop the paycheck-to-paycheck cycle I’m in?

Questions that don’t fit a Clarity Session:

  • Can I afford a home? Is this the right time to buy? (Please consult a licensed real estate professional)
  • Should I file for bankruptcy? (Please consult an attorney and/or certified credit counselor)
  • What credit cards should I open so I can travel hack? (I focus on helping you master the basics – don’t try to sprint before you crawl!)
  • What’s the easiest way to get rich quick? (If I knew, I’d be retired already.)

Not sure if your question is right for a Clarity Session? Email me at: mimi@meadowsweetmoney.com 

(P.S. – the only “bad question” is the one that you don’t ask!)

Clarity Sessions are designed for US residents only.

Clarity Sessions are for individuals 18+.

Meadowsweet Money LLC cannot provide investment, business, tax, or legal advice.

Wondering if we’re a good fit?

Schedule a free 15-minute Zoom consult.