Booking & Applications
Choose Your Next Step
Choose the level of support that best fits where you are right now. These strategy-focused advisory options are designed to offer clarity, direction, and thoughtful next steps in a grounded, personalized way.
Free Discovery Call
15 minutes
FreeA brief introductory conversation to explore your situation, determine fit, and identify the most supportive next step.
- Best for new clients deciding where to start
- No payment required
- Scheduled through Calendly with Google Meet details included
Clarity & Direction Session
60 minutes
$150 CADA focused pre-paid strategy session for clarity, direction, and practical next steps around your current financial or life decision-making.
- Live guidance for one current priority or decision
- No written recap is included
- Use the request form below if you want Fanny to confirm the best booking path with you directly
Clarity & Direction Session - Extended
90 minutes
$225 CADA deeper pre-paid strategy session for more layered situations that need additional space, reflection, and personalized direction.
- Designed for layered or connected priorities
- Includes a brief written summary of key insights and suggested next steps
- Use the request form below if you want Fanny to confirm the best booking path with you directly
Strategic Financial Map
Tiered advisory engagement
Application requiredA deeper advisory pathway designed for clients who need a more integrated strategic plan. Starts with an intake or application process.
- Not presented as self-checkout
- Begins with an application and fit review
- A strategy session booked within 30 days may be credited toward the engagement when applicable
If you already know you are considering Tier 1, Tier 2, or Tier 3, mention that in the intake form.
These are strategy-focused advisory engagements. They do not include mortgage application processing, product placement, or implementation services.
If a direct paid-session booking link is not active yet, use the request path shown on the relevant card and Fanny can confirm the best next step with you directly. Strategic Financial Maps still begin with an application and fit review.