1:1 Call (60 min) | $̶1̶5̶0̶ $99
60 min meeting with Julissa | Off Shift Wealth over Google Meet. You didn't get into healthcare or any career to work until you're 65. You got into it because you're good at it, it pays well, and it gave you a life. And somewhere in there you started wondering what else you might do ... if money weren't the reason you had to keep showing up. That's the entire point of this call. ✨ Work optional: the point where your money covers enough that your job becomes a choice. So you get to spend your time actually exploring the things you're curious about, spending more time with family/friends, traveling, or whatever your heart desires instead of waiting until 65. 📋 What we do: A 60-minute Google Meet session where we will look into your financial situation and current budget. Get clear on what building wealth and becoming work-optional actually looks like for you. Build your paycheck order: what gets funded first, second, third, automatically. Find the fastest lever you have available right now. You will walk away with 3 ACTIONABLE steps and some free resources. Some time to ask money questions! 💛 Who I built this for: Nurses, healthcare workers, and career people who make decent money and want it to do something. Maybe you only have a 401k you enrolled in during orientation, but a growing sense that there's more you want to do with your life and money. I'm still working my full time job. I'm not here to talk you out of a career you may still enjoy .... I'm here to help you strategize! And you get to have a life while you do this. Building a six-figure net worth on a RN salary did not require me to give up everything I enjoy ... and any plan that does isn't one you'll stick to. If you aren't quite ready, that is more than ok. Check out my free money tools linked in my IG bio. 🔗 One honest note: I'm not a licensed financial advisor. I'm a nurse who got obsessive about this and built it on a nurse's paycheck. This is education and coaching, not personalized investment, tax, or legal advice. You're probably not as behind as you think! 💪
- Host
- Julissa | Off Shift Wealth
- Duration
- 60 min
- Location
- Google Meet
- Host time zone
- America/Phoenix
- Confirmation
- Bookings are confirmed instantly.
- Required booking fields
- Your name, Email address, Please share your net (after taxes), take home monthly pay., Please share a range of your variable expenses (groceries, dining out, subscriptions, beauty, travel), What is your main goal? Ex: Build an emergency fund, take a sabbatical from work, pay off debt before kids or marriage, Do you have debt whether that is student loans, car loan, or credit card debt? Jot down the interest rates of these. This is important in figuring out the best money plan for you., What current investment accounts do you have (ex: 401k, Roth IRA, brokerage account)?, How would you describe your money mindset in 2-3 words? Your feelings about money, your attitude towards money management.
Available times, from the public API (header cal-api-version: 2024-09-04; add start, end and timeZone): https://api.cal.com/v2/slots?eventTypeId=7827441
Booking instructions for AI agents: https://cal.com/julissa-mejia-cwuy4s/30min.md