You may already know what you earn, what you spend, and roughly what you have. That doesn’t always tell you what deserves your attention.
The Financial Opportunity Review is a private 1:1 review of your actual financial picture designed to help you see what’s working, what may be costing you, and which opportunities may deserve a closer look.
90-minute private review $495
Your actual financial picture. Your priorities. Your decisions.
A CLEARER VIEW
Together, we’ll look at the moving parts of your financial life and identify the areas that may be most meaningful to you right now.
Understand what may already be serving you well.
Spot financial drag or inefficiencies worth examining.
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Consider where your money may have more potential.
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Identify 3–5 areas that may be worth prioritizing.
It’s not a generic financial checklist or a one-size-fits-all financial plan.
THE FULL PICTURE
We’ll consider the pieces that shape your financial picture, then connect them to what you want your money to make possible.
Monthly take-home income and other recurring income
Monthly commitments
Lifestyle and flexible spending
Saving and investing
Available cash reserves
For each meaningful debt, we may look at:
Current balance, interest rate, and minimum payment
Actual monthly payment
Fixed or variable rate
Payoff or maturity date
Promotional-rate expiration, if applicable
Whether the debt is tied to an asset
Real estate and vehicles
Cash and financial accounts
Retirement and investment accounts
Business interests
Other significant assets
We’ll consider what you want your money to make possible, including:
A major purchase or paying down debt
Building flexibility or increasing available cash
Travel, career changes, or real estate decisions
Retirement or business decisions
Other major life goals
YOUR TAKEAWAYS
You’ll have a clearer view of your numbers and a practical set of priorities to help guide your next decisions.
A clear picture of what is happening with your money each month.
A simple statement showing what you own, what you owe, and your estimated net worth.
Meaningful debts organized in one place, including balances, rates, payments, and important payoff or expiration dates.
Jamie’s observations on what stood out, opportunities worth considering, financial drag, tradeoffs, questions to investigate, and where money could potentially work harder.
The 3–5 areas Jamie believes are most worth your attention right now.
Not twenty financial chores. Not somebody else’s priorities. The few things that appear most meaningful in your situation.
TIME TO TALK IT THROUGH
During our session, we’ll walk through the full picture together. We’ll talk through what I noticed, what surprised me, what may be worth leaving alone, and where I see opportunities worth investigating.
QUESTION WE'LL EXPLORE
Together, we’ll look at the moving parts of your financial life and identify the areas that may be most meaningful to you right now.
What is happening across my financial picture?
Where are my strongest opportunities?
What am I overlooking?
Which financial decisions deserve more attention?
What should I investigate first?
What could my money be doing differently for me?
A CLEAR SCOPE
The Financial Opportunity Review is not investment management, tax preparation, legal advice, estate planning, insurance sales, product sales, a comprehensive financial plan, or ongoing financial management.
I do not manage your money or sell financial products.
My role is to help you understand your financial picture, identify opportunities and tradeoffs, ask better questions, and make more informed decisions.
THE INVESTMENT
Your Financial Opportunity Review includes the advance review, a private consultation, and the materials you need to understand what stands out.
$495
One private 90-minute review
Detailed pre-session intake
Jamie’s review before the meeting
90-minute private consultation
Personal Cash Flow Statement
Personal Assets & Liabilities Statement
Estimated Net Worth
Detailed Debt Schedule
Financial Opportunity Summary
Your 3–5 priority areas
One follow-up clarification email within 14 days
Checkout and scheduling connections are configured in Systeme.io.
Either way, you’ll leave with a clearer understanding of your financial position and what deserves your attention next.