Cash Flow Clarity Audit
See where your money actually goes — not where you think it goes. One calm session, three months of transactions, and a written brief you can act on the same week.
- Price
- $149
- Length
- 90-minute session
- Format
- Video call + written brief
- You receive
- Brief within 5 business days
Why this matters
Most people who feel “bad with money” aren’t. They’re flying without instruments. Income arrives, bills leave, cards tap, and by the 20th the account looks thinner than it should. The audit replaces that vague unease with a clear picture: fixed costs, flexible spending, the quiet leaks, and the one or two patterns that matter most.
What’s included
- A 90-minute live session over video, recorded for you if you’d like
- A guided read of three months of bank and card transactions
- Your spending sorted into fixed, flexible, joyful and low-joy categories
- A written Money Brief (PDF) with your numbers, top leaks and first five moves
- A simple weekly 15-minute check-in ritual to keep the picture clear
- Two weeks of email follow-up for questions
Who it’s for
- You earn a decent income but can’t say where it goes
- You’ve tried budgeting apps and stopped after a month
- You want a fast, honest baseline before bigger decisions
When it’s not the right fit
You need investment, tax or legal advice (we’ll point you to a licensed professional)- You’re in a debt crisis with collections already active — start with the Debt Payoff Roadmap
How it works
Book and upload
Pick a time and securely share exported statements — or just bring them to the call. Account numbers can be redacted.
Read together
We walk through the transactions with curiosity, not judgement, tagging patterns as we go.
Find the leaks
We total the low-joy and autopilot spending and rank leaks by how easy they are to close.
Get your brief
Within five business days you receive your written Money Brief with numbers and next moves.
Questions about Cash Flow Clarity Audit
Anything else? Ask us during your free Night Brief or send a message.
What do I need to prepare?
Three months of bank and credit-card statements (CSV or PDF). If that feels overwhelming, bring what you can — we’ll work with it.
Do you need my passwords or account access?
Never. You export statements yourself and can redact account numbers. We don’t log into any of your accounts.
Can my partner join?
Yes. If you share finances, it often helps to have both of you on the call at no extra cost.
Can the audit fee count toward coaching?
Yes. If you book 1:1 Money Coaching within 30 days, the $149 is credited toward the package.
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