The Custom IMARI Roadmap is a one-on-one financial planning experience built to give you clear direction, realistic structure, and a plan that actually fits your life - not just your goals on paper.
This isn’t a template or a generic budget. It’s a personalized roadmap created through two focused sessions where we review your numbers, identify patterns, and design a system aligned with your values, income flow, and current season of life. If things shift after we start — income changes, expenses move, life happens — we adjust. You’re not locked into a rigid plan that stops working the moment reality shows up.
You’ll walk away with clarity, structure, and a roadmap you can implement immediately, with support to help you stay aligned during the early execution phase.
• 1-hour strategy session to assess your current situation and priorities
• 75-minute kickoff session to build your personalized roadmap
• Custom IMARI Roadmap tailored to your income, habits, and goals
• IMARI Digital Roadmap eBook
• IMARI Roadmap Spreadsheet
• IMARI Motivational Workbook
• Guided support for 45 days — reach out if life shifts and adjustments are needed (no extra charge)
• Priority email access during the support window
• Custom recommendations for debt, savings, lifestyle alignment, and weekly rhythms
This experience is best for people who want a clear plan, professional guidance, and a structure they can trust without over-complicating their life or relying on constant check-ins.
Not sure if this is right for you? Start with the Clarity Session.
All services are non-refundable. Rescheduling is permitted with advance notice.The Custom IMARI Roadmap is a one-on-one financial planning experience built to give you clear direction, realistic structure, and a plan that actually fits your life - not just your goals on paper.
This isn’t a template or a generic budget. It’s a personalized roadmap created through two focused sessions where we review your numbers, identify patterns, and design a system aligned with your values, income flow, and current season of life. If things shift after we start — income changes, expenses move, life happens — we adjust. You’re not locked into a rigid plan that stops working the moment reality shows up.
You’ll walk away with clarity, structure, and a roadmap you can implement immediately, with support to help you stay aligned during the early execution phase.
• 1-hour strategy session to assess your current situation and priorities
• 75-minute kickoff session to build your personalized roadmap
• Custom IMARI Roadmap tailored to your income, habits, and goals
• IMARI Digital Roadmap eBook
• IMARI Roadmap Spreadsheet
• IMARI Motivational Workbook
• Guided support for 45 days — reach out if life shifts and adjustments are needed (no extra charge)
• Priority email access during the support window
• Custom recommendations for debt, savings, lifestyle alignment, and weekly rhythms
This experience is best for people who want a clear plan, professional guidance, and a structure they can trust without over-complicating their life or relying on constant check-ins.
Not sure if this is right for you? Start with the Clarity Session.
All services are non-refundable. Rescheduling is permitted with advance notice.
