Welcome! I am so excited to help you get a firm grip on your money and build a secure, wealthy future. It is a journey that pays massive dividends, and you do not need to be a math genius to master it.

To make sure we tailor this exactly to your life, what is your main goal or focus area right now with personal finance? For example, are you focused on getting out of debt, building up an emergency savings cushion, or learning how to start investing?

To lay the perfect foundation for your general financial health, let's start with how you keep tabs on your money right now.

Before we dive into creating clean cash flow statements or using master frameworks, I'd love to know: how do you currently track your income and monthly expenses?