IF YOU NEED A CLEARER FINANCIAL PICTURE, THIS IS WHERE WE START.
The 90-Day Financial Reset is a three-month engagement designed to organize finances, identify what needs attention, and create a clear roadmap for what’s next.
It’s easy to lose sight of the big picture as your financial life becomes more complex.
Over time, accounts multiply, jobs change, investments and insurance evolve, and financial responsibilities expand.
You may know the individual pieces are there without having a clear view of how everything fits together - or what deserves your attention first.
MAYBE YOU:
Have accounts spread across different banks, advisors, and platforms
Know what you own, but aren’t sure what your full financial picture looks like
Wonder whether there are gaps, outdated information, or things you’ve overlooked
Want to understand your net worth, cash flow, accounts, insurance, and estate-planning pieces in one place
Want a clear roadmap for what to prioritize next
A clearer financial picture can answer questions like:
What is my net worth?
Is everything set up the way I intend?
Does my cash flow support the way I’m living?
Are there gaps or outdated details I should address?
What should I prioritize next?
What Happens During the 90-Day Reset?
We gather and organize the information needed to build a consolidated view of your finances — including assets, debt, income, expenses, investments, insurance, and relevant estate-planning information.
Together, we identify what deserves attention and turn that financial snapshot into clear priorities and a roadmap for moving forward.
Session one:
inventory
We gather the pieces of your financial life — accounts, assets, debt, income, expenses, investments, insurance, and relevant estate-planning information.
The 90-Day Reset includes three 2-hour working sessions.
Session Two:
Financial snapshot
I organize and review the information to build a consolidated view of your finances and identify gaps, outdated details, and areas that deserve attention.
Session Three:
Priorities & Roadmap
We review your financial snapshot, discuss what I found, and establish clear priorities and a roadmap for what to address next.
A consolidated financial snapshot showing what you own, what you owe, and your net worth.
A clearer understanding of your cash flow and how money is moving month to month.
Identified gaps, outdated information, and financial details that deserve attention.
Organized financial information that is easier for you and others you trust to understand and navigate.
A prioritized roadmap for what to address next.
At the end of the 90-Day Reset, you will have:
And perhaps most importantly: RELIEF.
“I wasn’t sure whether I could continue affording my current living situation as my medical costs increased. Taresa helped me see my full financial picture so I could make an informed decision for myself. What felt overwhelming became manageable very quickly.”
Faqs
-
No. The 90-Day Reset is designed as a standalone engagement. You’ll leave with an organized financial snapshot, clear priorities, and a roadmap you can move forward with on your own.
If you decide you’d like ongoing help organizing, coordinating, or carrying out next steps, Daily Money Management is available separately.
-
We’ll start with the financial information needed to understand your full picture, such as account statements, income and expense information, insurance policies, and relevant estate-planning documents.
You don’t need to have everything organized before we begin — organizing it is part of the process.
-
No. The 90-Day Reset is focused on financial organization, assessment, and creating a clear roadmap.
I help you understand what you have, identify what deserves attention, and organize the information so you can make informed decisions and work with the appropriate professionals when needed.
-
You’ll have your consolidated financial snapshot, identified priorities, and a roadmap for what to address next.
You can move forward on your own, work with your existing professionals, or engage me separately for ongoing Daily Money Management support.
A clearer financial picture starts with getting everything in one place.
The 90-Day Financial Reset gives you the structure to understand where you stand, identify what deserves attention, and decide what comes next.