Empowered Financial Plan: Clarity, Confidence & Cash Flow
Empowered Financial Plan: Clarity, Confidence & Cash Flow
$3,750.00
You earn six figures—but you’re broke by the 20th of every month.
You’ve got $50K in your 401(k), but no peace of mind.
You’re exhausted, overwhelmed, and stuck in a cycle that’s costing you your future.
The Empowered Financial Plan is your strategic intervention—designed to help you pivot, restructure, and finally take control.
This is a strategic transformation in two one hour coaching sessions for 30 days. Walk away with a clear plan, renewed confidence, and the tools to take control of your financial future.
These results-driven sessions are designed for individuals seeking personalized, custom and specific guidance to strategically modify their personal finances:
Saving consistently and automatically for emergencies.
Eliminating high monthly debt paymens with a plan to pay off quickly.
Creating monthly disposable income for pleasure & leisure with peace of mind that all monthly obligations are paid on-time.
Maximum Annual financial contributions to multiple retirement investments for financial success.
In this 30-day intensive coaching experience, you will:
✅ Understand why you have a high income, but you are stressed and broke before the month ends.
✅Create and implement a customized monthly spending and savings plan tailored to your lifestyle to meet immediate monthly obligations, solidify savings for emergencies and ensure you have sufficient money to retire with confidence.
✅ Execute clear, achievable debt payoff strategies to lessen your monthly payment obligations.
✅ Refine your financial management techniques that will build lasting confidence and leave a legacy for your family.
Let’s get your money working for you.
💼 Book your Empowered Financial Plan today.
Investment: $3,750.
This isn’t a budgeting workshop. It’s a strategic financial transformation led by someone who’s lived it and led others through it.
The Empowered Exit Financial Planning Process
Step 1: In depth Pre-Work
Before we meet, you’ll complete a detailed assessment questionnaire designed to surface the real state of your personal finances, the kind of details your household needs to check, detect, inspect, and prevent monthly waste and leakage.
This isn’t busywork. It’s a strategic diagnostic tool that forces you to look under the hood of your monthly income, expenses, savings, cash flow in ways you probably haven’t in years (or ever).
You’ll reflect on things like:
True Household Income → Why are you unintentionally unaware of how to assign, allocate and align your income for consistent positive monthly cash flow?
Everything vs. Necessary → Where is your money working for you? Where is it being wasted?
Short-term Financials→ Is the way you’re spending your income every month resonating with your expectation level for living the lifestyle you are living now, when you have no ability to pay cash for a $400 emergency?
Long-term Financials → Where are the hidden leaks that are draining your inability to invest the maximum annual contributions in 401(k), IRAs, Brokerage investment Accounts to retire with confidence and money?
Strategic Exit → When do you plan to retire? Where are you now in terms of retirement eligibility? The value: Most people are so busy acquiring things, houses, cars, mortgage, clothes, trips, they’ve never paused to step back and set priorities and develop a vision for their future. By the time you finish this assessment, you’ll already have more clarity about where your personal finances are not working, where they’re leaking, and how to capitalize on untapped opportunities.
Step 2: Money Strategist Analysis
I’ll carefully review your assessment with a fine tooth comb and follow up with 2-3 rounds of clarifying questions. This is where I dig deeper in the details, uncover the real story, align your answers with reality and not fantasy, and ensure we’re working with the real story behind your numbers-monhly income, expenses, savings, investment, and decisions—- or lack thereof.
Step 3: Two One-Hour Empowered Exit Strategic Review Zoom calls with Rita, The Money Strategist
This isn’t a typical coaching call, it’s a Strategic Review of you, your income and your life. During our session, I’ll:
Present my financial analysis: where you are currently financially, your short-term and long-term goals, and how to close the gap.
Outline opportunities for increased cash flow and lessening expenses.
Recommend restructuring for your finances based on achieving your one, three, five and 10 year goals.
Address your biggest concerns about where and how to pivot to reach your goals.
Ground every decision in strategy + financial data.
You’ll leave these two meetings clear on what to do, how to decide, and why, with details outlining your personal financial management strategy.
Step 4: Empowered Exit Financial Action Plan
Within 5 business days, you’ll receive your Financial Action Plan summarizing:
Recommendations for monthly savings and spending plan for positive cash flow.
Restructure your execution for allocation, assigning and aligning overall finances.
A Strategic, Prioritized, and Realistic Empowered Financial Plan with detailed action items.
Step 5: 2-weeks of follow-up support with Rita
You’ll have 2 weeks of 1:1 support inside to refine your decisions, gain confidence, and move forward as you begin implementing the plan.
The Empowered Financial Plan is designed to be a focused, 30-day process:
Week 1: You complete your in depth pre-work financial assessment questionnaire.
Week 2: I conduct financial analysis, reviewing your responses, asking clarifying questions, and scheduling your two one hour Zoom sessions.
Weeks 3–4: You receive your Financial Action Plan and 2 weeks of 1:1 follow-up (via Zoom, voice calls, Google Meets, notes,) as you begin implementing.