The Elevation Audit — Mini

Service Description

Your income is real. Your goals are real. Now let's get your financial plan to match. The Elevation Audit Mini is where we look at your actual numbers together, make sense of what's happening, and hand you a clear written action plan — built specifically around your life and where you're headed. What to expect — step by step 1. Book & receive your intake form After booking, you'll receive a short intake form. This is where you tell us about your financial situation, your goals, and what's been on your mind. The more honest you are here, the more useful your session will be. 2. Submit your documents You'll securely submit your requested documents. These are the real numbers we work from — they tell the story your feelings about money can't always explain. 3. We analyze everything Once your documents are in, we get to work. We break down your income patterns, categorize your spending, identify your debt priorities, and look for the gaps and opportunities your numbers are showing us. 4. Your 45-min review session This is where we sit down together — virtually — and walk through everything we found. We talk through what your numbers mean, answer questions you have, and make sure you leave the session with full clarity on your financial picture. No judgment, no overwhelm — just real, honest conversation. 5. Receive your written action plan Within 48 hours of your session, you'll receive your personalized written action plan — 3 to 5 clear, specific next steps based on your numbers and your goals. This is yours to keep, follow, and refer back to as you move forward. Required to book: pay stubs and bank statements. Real numbers lead to real plans — we can't build something specific for you without them. This is for you if... -You make decent money but can't figure out where it goes every month -You have goals — a home, a business, travel, savings — and want a plan to actually reach them -You've never had anyone sit down and look at your full financial picture with you -You're ready to stop guessing and start moving with intention -You want a plan that's built around your life — not a generic budget template This isn't for you if... -You're looking for someone to do your taxes or file paperwork -You want ongoing monthly support — check out the Full Audit for that -You're not ready to share your real numbers — this only works when we work with what's actually there