Choose Your Next Step

A 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

A 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

A 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

A 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.