May standing behind a table in a gray knit dress, hands resting on the table

6 Week Financial Audit for First-Gen Women and High Earners

Know exactly where your money stands, and what to do next, in 6 weeks.

A focused 1:1 audit that maps your money, finds your quick wins, and hands you a clear roadmap for what to do next.

Completely free. No pressure to sign up.

What you'll get

The 6 Week Financial State Audit

If you want to know exactly where your money is going and what the fastest fixes are, this is your starting point. In 6 weeks, you'll get total clarity and a concrete plan, not a partial version of something bigger.

May smiling at her desk in a white top, with a laptop and a fiddle-leaf fig

Weeks 1 to 3 Phase 1

The Financial State Audit

  • We map every asset, every debt, every account — what's actually coming in and what's actually going out. No guessing, no rounding up.

Weeks 4 to 6 Phase 2

Your 90-Day Action Plan

  • Built around your biggest opportunities, you'll have a concrete 90-day action plan that we'll start working through together.

The details

  • Six 45-minute 1:1 video sessions with me. Fully virtual, so you can join from anywhere.

  • Text me whenever you get stuck or have a question. You don't have to save it for the next session.

Is this right for you?

This is for you if:

  • You earn well and want to know exactly where your money is going.
  • You're ready to look at your real numbers, including the ones you've been avoiding.
  • You want a concrete plan for your next 90 days, fast.
  • You can commit to six 45-minute 1:1 sessions over six weeks.

This isn't for you if:

  • You want someone to pick investments or manage your money for you.
  • You want a longer program with your Freedom Number and a 180-day plan. The 12 Week Wealth Building Program is a better fit.
  • You're struggling to cover your bills each month or falling behind on payments. A nonprofit credit counselor (opens in a new tab) is the right first step.

Carrying some credit card debt? That's common, and it's something we work on together.

Audit vs. 12 Week Program

The 6 Week Audit compared with the 12 Week Program
6 Week Audit12 Week Program
Best forClarity and a planClarity, a plan, and follow-through
SessionsSix 45-minute sessionsTwelve 45-minute sessions
Money beliefsNot coveredUntangled and worked through
Freedom numberNot coveredYes
RoadmapYou follow it on your ownWe build and adjust it together
AccountabilityOne-off check-ins during the programWeekly support and check-ins
Looking for more?

Upgrade to the 12 Week Program.

The audit gives you the full picture. If you want help building and living inside the system, your 6 Week credit applies directly toward the 12 Week Wealth Building Program — as long as you enroll within 30 days.

Learn about the 12 Week Program
Your free call

Here's what happens when you book.

  1. Pick a time.Choose a 30-minute slot that works for you. It's free and fully virtual.

  2. Tell me where you are.We'll talk about what's going on with your money right now and what you're hoping to change.

  3. Find your fit.I'll walk you through the 12 Week Wealth Building Program and the 6 Week Audit, how they differ, and which one fits you best.

What does it cost? Pricing depends on the program, so we'll cover it on the call. You'll know the full investment before you decide anything, and payment plans are available.

No pressure. You don't have to decide on the call. Take the time you need.

When everything changed

I got promoted to Director and was still underpaid.

May, smiling, sitting on a couch at home
  • Former Director, Fortune 500
  • Financially Independent at 34

Growing up, money was only whispered about behind closed doors in my immigrant family, so I learned to keep mine close to the chest. I didn't even talk about pay at work. Then I was promoted to Director and found out I was making $120K, $10K below the starting salary for my role.

That's when it hit me: I let this company decide what I was worth, and what my time was worth. As long as I needed that paycheck, they'd keep deciding. I needed FU money.

So I went after it. I stopped hiding from my numbers and found my freedom number. I negotiated and went after higher-paying roles until I'd tripled my $62K starting salary to $200K. I grew an emergency fund into a brokerage account and rental properties, became a millionaire, and reached financial independence at 34.

Today, no company decides what my time is worth. Now I help women build their own version of freedom.

Read my full story
Questions

You might be wondering

Is six weeks really enough?

For clarity and a plan, yes. If you want ongoing accountability while you put it into action, the 12 Week Program is built for that.

Is this financial advice?

No. I'm a financial coach, not a licensed financial advisor. I don't recommend specific investments or manage your money. I help you understand your money, build a plan and follow through. For investment, tax or legal decisions, I'll help you figure out the right questions to bring to a licensed professional.

Which program is right for me?

The 6 Week Audit is a shorter option that focuses only on the numbers, without the mindset work. The 12 Week Wealth Building Program covers everything: your money beliefs, your spending, your net worth, your Freedom Number and a 180-day plan.

If you're only looking to dive into numbers and come out with a 90-day action plan, start with the 6 Week. If you decide later that money habits and beliefs are limiting your growth, you can apply the 6 Week fee towards the 12 Week Program if you enroll within 30 days. Not sure? That's what the free call is for.

What support do I get between sessions?

You can text me whenever you get stuck or have a question. You don't have to save it for the next call.

What if I'm not a fit?

I'll tell you directly on the call. There's no pressure either way.

Is it normal to feel nervous about booking?

Yes. Many of us grew up being told money was private, or that asking for help meant you'd done something wrong. The call is just a conversation about where you are and where you want to go.

Why not just use free content?

You can learn what a Roth IRA is in five minutes online. Knowing the terms was never the hard part. What's missing is a plan built around your life, and someone to keep you moving through it.

May standing in front of tall green shrubs in a green and white floral dress

Six weeks from now, you could know exactly what to do next.

Book your free call(opens in a new tab)

Completely free. No pressure to sign up.

Want the full program? See 12 Week coaching

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