MONEY CLARITY PLAN

Finally, a Money Plan That Feels Clear, Doable, and Designed for You

 If you’re a therapist or professional woman who feels overwhelmed by money and is tired of wondering if you’re doing it right, the Money Clarity Plan will help you stop spinning your wheels and start feeling confident, calm, and in control.

  • You make decent money, but have no idea where it’s all going.

  • You’ve tried budgeting apps and spreadsheets, but nothing ever sticks.

  • You feel like you should have this figured out by now—and you’re embarrassed that you don’t.

  • You wish you had more money for the future and to spend on things you enjoy, but it feels like there’s never enough.

  • You want to do better, but you’re too overwhelmed to know where to start.

  • You’re tired of advice that is too generic and doesn't fit your life.

Does this sound familiar?

You’re Not Alone—and It’s Not Your Fault

Many smart, caring, capable women feel the exact same way about their finances

Most of the financial advice out there is rigid, overwhelming, or designed for someone else's life—not yours. Apps and generic information on the internet can only take you so far when what you really need is clarity, support, and a system that actually works for you.

That’s exactly what the Money Clarity Plan is designed to do.


Introducing: The Money Clarity Plan

A personalized, judgment-free financial review and plan designed to help you feel calm, clear, and confident with your money—without judgement, shame, or one-size-fits-all advice.

Here’s how it works:

Gather Financial Information

After signing up, I’ll guide you through collecting the information we need, such as bank and credit card transactions, account balances, debt details, and other information about your finances.

Clarity Session (30-60 Minutes)

We’ll meet to talk through your situation, answer questions, and make sure I understand what matters most to you.

I’ll Put Together Your Analysis and Plan

 I’ll analyze your income and expenses and create a summary, a simple system for you to follow, and a list of recommendation to help you use your money in a way that supports your life vision.

Walkthrough Session (60 Minutes)

We’ll go over your plan together so you understand every piece of it. You’ll leave this session with total clarity on what’s happening with your money—and what to do next.

Optional: Add-on Support

If you want help implementing the plan, navigating decisions, or digging deeper into things like debt or saving, you can book additional support sessions at a discounted rate.

woman smiling and typing on laptop

  • A clear understanding of where your money is going (and why)

  • A personalized system you can stick with—not another failed budget

  • Specific steps you can take to improve cash flow, cut expenses, or realign spending with your goals

  • Confidence that you’re finally doing the right things with your money

  • Peace of mind knowing you’re no longer doing this alone

What you’ll walk away with:

This is for you if:

You’re educated, have a career, and are crushing it in so many ways, but money feels like the one thing you just can’t figure out.

You’ve tried other budgeting methods and following advice you found online, but nothing seems to stick.

You want to understand your finances and feel confident about your decisions.

You want gentle guidance from an expert who won’t judge or shame you.

This is NOT for you if:

You aren’t ready to look at your numbers

You want investment advice or retirement planning.

You’re looking for a quick fix instead of a supportive process

Hi, I’m Annie. I help smart, capable women feel clear and confident about their money.

I’m a financial coach and Accredited Financial Counselor®—and I know firsthand how confusing and stressful money can feel, even when you’re doing everything “right.”

I started Mindfully Money because I saw how many women were struggling with shame, overwhelm, and decision fatigue when it came to their finances. And I knew that impersonal, rigid budgeting rules and oversimplified financial tips weren’t the answer.

Over the past five years, I’ve worked with therapists, healthcare workers, educators, and other caring professionals who want to make smart decisions with their money—but who feel stuck, lost, or embarrassed that they haven’t figured it out yet.

My approach is different. It’s not about perfection. It’s not about judgment. It’s about clarity, compassion, and helping you create a plan that actually works for you.

If you’re tired of feeling like you’re doing it wrong, and you’re ready for a fresh, supportive approach to managing your money—I’d love to help.

What clients say:

“Annie goes above and beyond to show up for me. She uses a gentle approach to working with money and finances that did not make me feel shame or embarrassed about things I did not know. Annie explained things in terms that were easy to grasp and put into practice.”

“I feel like my relationship with money went from feeling out of my control to feeling empowered and exciting about getting to decide how to save and spend my money.”

Investment: $495

Includes:

  • Intake & prep guidance

  • 30–60 minute Clarity Call

  • Behind-the-scenes cash flow review & personalized plan

  • 60-minute Walkthrough Session

  • 1 week of follow-up email support

Ready to stop wondering if you’re doing it right?

 Let’s create a simple plan that gives you peace of mind, clarity, and confidence.

Book a Free Call to Get Started

 (so we can see if it’s the right fit—no pressure, no salesy stuff)