CLARITY SESSION
BUSINESS & PERSONAL FINANCIAL COACHING SERVICES
ONE SESSION.
TOTAL CLARITY.
A personalized, one-on-one financial coaching session designed to help you gain clarity with your finances and create a clear path forward.
TWO TRACKS, ONE GOAL.
Whether you’re looking to master your household budget or align your business revenue with your lifestyle goals, there’s a clarity session designed for you.
CHOOSE YOUR ADVENTURE
PERSONAL FINANCE CLARITY SESSION
FOR INDIVIDUALS OR COUPLES WHO ARE READY TO LEARN HOW TO MANAGE THEIR MONEY
A 2-hour personal finance coaching session where we focus on creating a plan for how you manage your money.
What we cover: Debt repayment strategy, intentional spending plans, and long-term goal setting (like home buying or retirement).
BUSINESS FINANCE CLARITY SESSION
FOR ENTREPRENEURS WHO NEED TO BRIDGE THE GAP BETWEEN MAKING MONEY AND KEEPING IT.
A 2.5-hour business finance coaching session where we focus on how your business finances impact your personal life.
What we cover: Navigating irregular income, proactively saving for taxes, paying yourself and long-term goal setting.
You’re ready for clarity if…
Money Stress Feels Constant: You’re successful in your career, but you feel like you don’t know how to manage your money well.
You Feel Behind: You wonder why everyone else seems to have their finances figured out while you’re still struggling to stick to a basic budget.
You’ve Tried to Budget Yourself: You’ve spent hours researching how to fix your money challenges, but you’re still spinning your wheels.
You’re Nervous You’ll be Judged: You need an expert to look under the hood without making you feel bad about where you are.
GO FROM OVERWHELMED TO ORGANIZED IN JUST A FEW HOURS.
A clarity session can help you:
Finally see where your money is going and how to spend it more intentionally.
Stop the analysis paralysis and get expert guidance so you can get back to doing what you do best.
Walk away with clear, prioritized next steps tailored to your specific income and lifestyle, not a generic spreadsheet.
Leave the session with the weight off your shoulders knowing you built a plan that actually works.
I’m a licensed CPA and MBA with over 10 years of experience in corporate finance. I’ve managed multi-million dollar budgets, but my passion is helping people like you find the balance between enjoying life now and making steady progress towards their future goals.
I combine the financial expertise of a CPA with the proactive accountability of a mentor to help you build the custom roadmap you need to make lasting progress. My goal isn't just to hand you a PDF; it’s to give you the clarity and support you need to feel more in control of your money.
FOUNDER OF KPW FINANCIAL COACHING
Hi, I’m Kim!
MEET YOUR FINANCIAL COACH
READY TO FIND YOUR FINANCIAL FOOTING?
Don’t let another month of guessing pass you by.
Get started with a free 15-minute Q&A call to determine the right clarity track for your goals.
No commitment required. Just a 15-minute chat to see if we’re a fit.