If your financial life has grown more complex than your current systems can handle, this is where we reset the foundation.
The 90-Day Financial Reset is a three-month plan designed to take all your accounts, advisors, logins, and mental notes and turn them into one clear, organized financial picture you can actually understand and use.
Many smart, capable people often feel embarrassed that they don’t have a clear picture of their finances.
They assume they “should” be able to do this on their own, but over time, accounts multiply, subscriptions stack up, jobs change, and responsibilities expand.
Suddenly, what once felt manageable now feels disorganized.
MAYBE YOU:
Have accounts spread across different banks, advisors, and platforms
Know things “exist,” but couldn’t confidently say what your full picture looks like
Have a running list of financial to-dos that never quite gets finished
Are managing income, expenses, investments, insurance, estate pieces… and doing it mostly on your own
Worry that if something happened to you, no one would know where anything lives.
This often leads to overwhelming financial questions like:
What is my net worth?
Are my finances set up the way they should be?
How would my spouse or kids find information about my policies?
Am I missing something important?
Every time you think about it, you’re immediately overwhelmed.
And if you’re a business owner, that weight doubles.
Business accounts and personal accounts overlap. Cash flow shifts month to month. Decisions get discussed, but implementation lags. Financial information lives across platforms and spreadsheets.
And you’re the one trying to hold it all together.
The 90-Day Financial Reset exists because organization is only valuable if it’s usable.
What Happens During the 90-Day Reset?
We start by getting everything out of your head and into one place: income, accounts, debt, investments, subscriptions, insurance, estate documents, recurring expenses, and business obligations.
From there, I review your statements, organize the data, and build a consolidated financial snapshot of your net worth. We then look at how your money is actually moving month to month and determine whether it supports your goals, commitments, and lifestyle in a sustainable way.
As we build your financial snapshot, we identify gaps, inefficiencies, and misalignments from automation issues and unnecessary subscriptions to outdated beneficiaries and cash flow that isn’t supporting your goals.
By the end of this process, your finances will no longer be scattered across systems and mental notes. They’re organized, visible, and usable with a clear consolidated overview (which will feel like relief).
The 90-Day Reset includes (3) two-hour working sessions.
Session One:
Inventory
We gather everything. Accounts, assets, debt, obligations, recurring expenses, insurance, investments, etc.
Session Two:
Organization & Flow
Once everything is identified, I organize it into a consolidated financial snapshot to create clarity around your cash flow and systems.
Session Three:
Priorities & Roadmap
You receive your consolidated balance sheet and income overview, along with guidance on how to align your spending with your priorities.
At the end of the 90-Day Reset, you will have:
A CLEAR PICTURE OF EVERYTHING YOU OWN AND EVERYTHING YOU OWE AND AN ACCURATE CALCULATION OF YOUR NET WORTH.
A STRUCTURED UNDERSTANDING OF HOW YOUR MONEY FLOWS EACH MONTH.
A PRIORITIZED ROADMAP FOR WHAT REQUIRES ATTENTION.
REVIEWED BENEFICIARIES AND ACCOUNT DETAILS TO ENSURE YOUR INTENTIONS ARE REFLECTED PROPERLY.
ORGANIZED DOCUMENTATION SOMEONE ELSE COULD STEP INTO IF NEEDED.
A FOUNDATIONAL OVERVIEW TO SUPPORT ESTATE PLANNING CONVERSATIONS AND NEXT STEPS.
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
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You can, but ask yourself honestly, are you going to pull 12 months of statements and analyze trends? Are you going to compare insurance policies? Map beneficiaries? Cancel subscriptions? Build a full balance sheet?
Or will it stay on your mental to-do list? This isn’t always about capability. Sometimes, it’s about the weight of endless tedious tasks and following through to make sure they’re fully completed.
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The 90-Day Reset is for individuals, families, and business owners who want to have the full picture of their finances, including their net worth, so they can make better decisions when it comes to spending, saving, investing, and moving forward. Most of my clients come to me because they want clarity, coordination, and protection before something goes wrong.
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Financial advisors typically focus on investments. CPAs focus on taxes. Insurance agents focus on coverage. My role is to look at how everything works together. I review accounts directly (with your permission), ensure beneficiaries align with your intentions, help translate financial conversations, and stay involved until decisions are actually implemented. I don’t replace your licensed professionals. I help coordinate and make their work usable in your real life
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Ask yourself, if something happened tomorrow, could someone step into your financial life without confusion?
If the answer is “not easily,” that’s the cost of disorganization. The 90-Day Reset builds the structure that protects you long-term. Invest in organization now, or pay (more) for disorganization later.
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You show up for three structured sessions. Behind the scenes, I do the heavy lifting of reviewing statements, building your financial snapshot, identifying gaps, and preparing clear summaries.
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Yes. Discretion, confidentiality, and professionalism are foundational to this work. Your financial information is handled carefully, securely, and is never shared without your consent.
I maintain professional liability and cyber insurance coverage and have successfully completed a background check through the American Association of Daily Money Managers (AADMM), of which I am a professional member.
It’s rarely urgent enough to demand your attention, but it’s important enough to weigh on you. You think about it when you can’t sleep. When you get a confusing email from an advisor. When you’re signing a document and aren’t entirely sure how it connects to everything else.
And then life moves on.
If you’ve been meaning to “sit down and really go through everything” for years, this is your opportunity to finally move it forward.