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Quarter 4 Financial Planning Session
Financial Planning: Planning Beyond Your Financial Goals
October 22, 2026 | Live Virtual Session
Financial planning is about more than setting goals, creating a budget, or deciding what you want to accomplish next.
It's also about making sure you're prepared for the expenses you know are coming, understanding the resources and benefits already available to you, and protecting the financial progress you're working hard to make.
During this live Quarter 4 Financial Planning Session, we'll slow down, look at what happened financially over the last quarter, identify areas that may need your attention, and create a plan for moving into the final months of the year with greater intention.
Why You Should Attend
Sometimes you're so busy handling your finances that you don't realize you haven't actually stopped to evaluate them.The bills are getting paid. You're contributing to your retirement account. You have insurance through your employer. You may even have savings and financial goals you're actively working toward.
That doesn't always mean you have a complete financial plan. There may be benefits you're paying for but don't fully understand. There may be financial risks you haven't prepared for. There may be expenses coming in the next few months that haven't made it into your plan yet. There may even be areas you know need your attention that you've continued to put off.
This session is your opportunity to slow down and look at the bigger picture. We're going to talk about what's working, what may be missing, and what deserves your attention before you move into another quarter. You'll leave with a clearer understanding of where you are and what you're choosing to do next.
I'M READY TO PLAN
What We'll Cover
This session is designed to help you step away from simply managing your money and give yourself time to look at your finances from a different perspective. We'll look at what happened, what deserves your attention now, and what you want to do moving forward.
Look Back & Reflect
See The Bigger Picture
Plan What's Next
Look Back & Reflect
Before you can decide what needs to happen next, it helps to understand what has already happened.
We'll look back at your last 90 days and talk about what worked financially, what didn't go according to plan, what caught you off guard, and what you may have been avoiding.
You'll have time to reflect on your own finances and recognize patterns that may be affecting your progress. The goal isn't to judge the decisions you've made. It's to use what happened over the last quarter to help you make more intentional decisions going forward.
See The Bigger Picture
Financial planning is about more than your budget, savings account, or the goals you've written down.
We'll talk about what you know is coming, what you want to happen, what could happen, and what you already have in place. This includes upcoming expenses and financial goals as well as emergency savings, employer benefits, insurance, retirement resources, and other areas that can affect your financial plan.
You'll also complete a Financial Planning Blind-Spot Check to identify what you feel good about, what needs another look, and what you may have been putting off.
Plan What’s Next
Once you have a clearer picture of where you are, we'll turn your attention to what happens next.
You'll identify the financial decisions that need to be made, what needs to be adjusted, and what deserves your attention before the year ends. Instead of leaving with a long list of everything you could work on, you'll narrow your focus to your top financial priorities.
We'll close by creating your Quarterly Financial Commitments: one thing you'll continue, one thing you'll improve, one thing you'll stop avoiding, and one thing you'll put in place to better protect your financial progress.
Is The Session For You?
You don't have to be struggling financially to realize you need to pay more attention to your financial plan.
This session is for you if:
- You handle your financial responsibilities but rarely take time to step back and look at your full financial picture.
- You have financial goals, but you're not always sure whether the rest of your finances are prepared to support them.
- You want to better understand how savings, benefits, insurance, retirement, upcoming expenses, and financial protection fit into your bigger plan.
- Unexpected expenses can still throw off your finances more than you would like.
- You want dedicated time to reflect, plan, and make financial decisions with guidance instead of trying to figure everything out on your own.
You don't need to have everything organized before you attend. You don't need to bring a perfect budget. You don't need to know the answers to every financial question.
Come with where you are. I'll guide you through the process of looking back, looking at the bigger picture, and deciding what needs to happen next.
EARLY REGISTRATION BONUS
Register September 17–30 and receive additional support for reviewing your employer benefits.
Your employer benefits are part of your overall financial picture, yet it's easy to select your benefits every year without really taking the time to understand what you have, what may have changed, or what deserves another look.
Register for the Quarter 4 Financial Planning Session by September 30 and you'll also receive:
- Employer Benefits Review Guide
- A practical guide to help you review the benefits available through your employer, identify what you understand, recognize what you need to learn more about, and prepare questions before making your benefit elections.
- Employer Benefits Training
- You'll also receive access to my Employer Benefits Training, where I'll walk you through common workplace benefits and why understanding what's available to you matters to your overall financial wellness.
Early Registration Bonus available September 17–30, 2026.
REGISTER EARLY + GET THE BONUSSave Your Seat!
One Hour. A Bigger Financial Picture. Clearer Next Steps.
Thursday, October 22, 2026
7:00pm et
Live Virtual Session
Attend October 22, 2026
$97
- 60-minute live Quarter 4 Financial Planning Session
- Quarter 4 Financial Planning Guide
- Guided 90-day financial reflection
- Financial Planning Blind-Spot Check
- Planning Beyond Your Financial Goals lesson
- Guided Quarter 4 planning exercises
- Quarterly Financial Commitments exercise
- Interactive opportunities throughout the session
- 7-day replay access
YOU WON'T LEAVE WITH JUST MORE INFORMATION
Information matters, knowing what to do doesn't always mean we stop long enough to actually do it.
That's why this session includes time to reflect, write, think, assess, and make decisions about your own finances.
By the end of our time together, I want you to know:
- What worked.
- What needs your attention.
- What needs to change.
- What you're committing to next.
You don't need to fix your entire financial life in one night.
You do need to know what deserves your attention and decide what you're going to do about it.
I'M READY TO PLAN