✨ Introducing the Money Clarity Session

(90-Minute 1:1 Consult)

A one-time, 90-minute consult to untangle your finances, get support, and walk away with clarity and a plan for what to do next.

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Money stress is draining your energy and you’re over it. 😫

You’ve spent so much time helping others that your own finances have taken a backseat. Now it’s catching up to you.

  • You’ve been putting off your finances because every time you try, it feels overwhelming.
  • You avoid checking your bank account because it’s just easier not to know.
  • You don’t know where to start, so you just… don’t.
  • You keep telling yourself you’ll deal with money “next month”, but next month never comes.
  • You’re juggling debt, bills, maybe even side hustles and still feel like you’re not making progress.
  • You’re working hard but still feel like your money is constantly slipping through your fingers.

What you can expect from our 90 minutes together.

This session is designed to meet you where you are, with compassion, clarity, and practical support.

  • We’ll take 90 minutes to zoom in on your biggest financial question marks and turn them into action steps you feel good about.
  • You’ll get support from someone who understands your values and won’t tell you to skip the latte.
  • You’ll get personalized feedback, gentle accountability, and support that honors where you are right now.
  • You’ll stop spinning in circles and finally know what step to take next with your money.
  • You’ll get permission to build wealth in a way that aligns with your purpose.
  • You’ll leave with more clarity, confidence, and maybe even a little excitement about your money.

How It Works 👇🏾

This isn’t a sales pitch or a long-term commitment. It’s one session. That’s it.

Step 1: Book Your Session

Choose your time, pay securely, and grab your spot before it fills up.

Step 2: Fill Out a Questionnaire

An in-depth questionnaire to tell me about your goals and what you’d like to focus on.

Step 3: 90-Minute Virtual Call

We’ll dive into budgeting, debt, savings, investing, or whatever you need most.

Step 4: Recap

You’ll get a short summary of what we covered, your next steps, and any tools or templates I promised during our call.

Step 5: Support

I’ll check in by email a week later and to answer any follow-up questions.

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Take a step toward financial clarity!

one-time payment

If you’ve been waiting for the “right time” to get clarity on your money, this is it.

$137 total

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Price is in US dollars.

😕 Can You Relate?

You spend your days helping others navigate hard things, but when it comes to your money, it feels like a tangled mess.

You’re not afraid of hard work, you just need someone who can help you cut through the noise and take that first clear step.

You want to feel confident with your money, not anxious or behind.

You’re in the right place.

ABOUT ME

Who’s behind this offer

Hi, I’m Taylor, Licensed Clinical Social Worker (LCSW), personal finance educator, and creator of Social Work to Wealth.

I’ve paid off over $133,000 in debt (and counting!) and spent the past few years helping hundreds of social workers get real about their finances through coaching, blog content, podcast episodes, and digital tools.

I know how hard you work. I also know that being broke isn’t a requirement to do meaningful work. This session is my way of offering you a no-pressure space to get clarity and walk away with next steps that actually feel doable in your real life.

🤔 What do you actually get?

What this isn’t:

  • A full financial plan or long-term strategy session
  • Financial therapy or a substitute for licensed investment advice
  • A place for judgment or “should’ve known better” energy
  • About perfection or quick fixes
  • A fix to all your money troubles

What this is:

  • A 90-minute session focused on your top financial goals
  • Personalized recap email with 2–3 action steps
  • Tools, resources or templates tailored to what we covered
  • One-week follow-up check-in
  • A safe, judgment-free space to talk money
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Frequently Asked Questions

I hope these help make your decision to book with me an easy YES!

We can cover budgeting, debt payoff strategies, investing basics (like how Roth IRAs or index funds work), creating a savings plan, and more. You choose 1–2 areas of focus and we’ll dive in.

Nope. While I center social workers in my content, everyone is welcome!

I promise: no shame, ever. I’ve been there myself and there is zero judgment here. This is a supportive space.

No. This session is educational and strategy-based. I won’t be managing your money or offering licensed investment advice. And while I bring a trauma-informed lens, this is not therapy either.

Yes! Most people come in with a few different things on their mind. We’ll narrow it down and focus on the areas that matter most to you right now.

That’s okay! You don’t need to come in with the perfect questions. The questionnaire will help us narrow things down, and I’ll guide the conversation if you’re not sure where to start.

Topics I CAN support you with: Budgeting, debt, investing, and retirement.

Topics I CANNOT support you with: Taxes, estate planning, and insurance.

Just fill out the questionnaire once you book. It may be extensive, but it will help us make the most of our 90 minutes!

This is designed as a one-time offer. If you find it super helpful and want to check in again, we can talk about it, but this is not a coaching package.

You can reschedule your session up to 24 hours in advance.
Same-day cancellations, reschedules, or no-shows are non-refundable.

If you’ve been feeling stuck, overwhelmed, or unsure about your money, this session will help you stop spinning and start moving forward. It’s not a magic fix, but it is a clear, compassionate space to figure out your next money move.