A Financial Clarity Audit That’s Nothing Like a Tax Audit.
This one-time financial audit gives you insight, direction, and confidence...no shame, no overwhelm.
Financial Clarity Audit
A trauma-informed Financial Clarity Audit for individuals and couples who want to feel more in control of their money. All without retstriction or shame.
Full Financial Clarity Audit= $99
Full Financial Clarity Audit + 30 min strategy session with a coach= $149
What This Is (and Isn’t)
This is not a generic financial audit.
It’s not a spreadsheet you’ll abandon or a lecture about lattes.
It’s not an impersonal audit chock full of charts with no understanding of what’s important to YOU.
This is a relationship-centered, insight-driven audit that helps you understand:
Clarity on how your spending and saving is impacting your life.
What’s working (and what isn’t)
What’s getting in the way of your goals
How your habits, values, and communication styles are shaping your financial life
Whether you’re flying solo or building a life with someone, this is a check-in with your finances—and yourself.
What You’ll Get
✓ A personalized 5+ page report tailored to your unique responses
✓ A 1-page narrative summary that puts the big picture in plain language
✓ Three custom tools or exercises based on your patterns and priorities
✓ Gentle suggestions around saving, spending, investing & communication
✓ A self-guided action plan to move you forward
✓ An invitation to work with a coach if you want deeper support
Created by trauma-informed financial coaches. Real people. No algorithms. No shame.
Who This Is For
You’re earning well but feel unsure where it’s all going
You and your partner want to stop circling the same money conversation
You’re in a life transition (divorce, new job, caregiving, new goals)
You’re asking: Are we doing this right? What should we do next?
This is built for individuals and couples who want clarity, direction, and confidence—without judgment.
Why People Love It
“This helped me realize where we were leaking money—but more importantly, where our spending wasn’t in line with our values.”
“I finally understood that I wasn’t behind—I just needed a system that fit the season I’m in!”
“We stopped arguing and started making decisions together after this audit.”
FAQs
Is this a coaching session?
Not directly. You’ll get a rich, personalized report with tools and insights you can use on your own—or use to jumpstart coaching if you want to go deeper.
Will I need to share all my numbers?
Nope. We ask smart questions about your habits, values, and goals—not just your bank account.
Do I have to do this with my partner?
No. You can complete this solo or as a couple. If you’re navigating money together, we highly recommend doing it together for the most insight.
How is this different from other financial checkups?
Most checkups focus on math. We focus on meaning, mindset, and momentum. Our approach is trauma-informed, culturally humble, and tailored to your life—not some generic budget app.
Get started!
Ready to know where you stand—and what comes next?
Full Financial Clarity Audit= $99
Full Financial Clarity Audit + 30 min strategy session with a coach= $149