Tequila LaCole

This Private 60-minute Financial Strategy Session is designed to help you get clear about your current financial situation, identify your most important priorities, and create a practical strategy for moving forward with greater confidence and stability.

During our time together, we will review where you are now, where you want to go, and what may be standing in the way. The goal is to help you stop feeling like everything needs attention at once and instead determine the financial moves that make the most sense for you right now.

Depending on your goals and needs, we may discuss:

• Income, expenses, savings, and monthly financial margin
• Debt priorities and financial obligations
• Emergency savings and financial preparedness
• Budgeting and cash-flow strategies
• Retirement planning and preparation
• Life insurance and financial protection
• Wealth-building and legacy considerations
• Financial priorities after a major life or career transition
• Strategies for improving overall financial stability
• Resources or professional referrals that may support your next steps

This is a personalized strategy session, not a one-size-fits-all financial consultation. We will focus on your specific concerns, questions, goals, and circumstances.

A key part of the session is helping you determine:

What should I pay, fix, protect, and build first?

By the end of your session, you should have greater clarity around your financial priorities and a more organized understanding of the next steps you can take.

This Session May Be a Good Fit If You Are:

• Ready to become more intentional with your finances
• Feeling overwhelmed by competing financial priorities
• Rebuilding after a financial or life setback
• Trying to create more breathing room in your monthly budget
• Unsure what financial goal you should tackle first
• Concerned about retirement preparation
• Interested in protecting your family and financial future
• Exploring insurance, retirement, or wealth-building strategies
• Working toward greater long-term financial stability

How to Prepare

You do not need to have everything perfectly organized before your appointment.

Come prepared to discuss your financial goals, current concerns, and any areas where you need greater clarity.

If available, you may want to have general information about your income, monthly expenses, debts, savings, retirement accounts, existing insurance coverage, and major financial goals available during the conversation.

60 Minutes | Private 1:1 Session

This session is educational and strategy-focused. It does not constitute individualized legal, tax, accounting, securities, or investment advice. Insurance products or services, when applicable, are discussed only within the scope of applicable licensing and carrier requirements.

Come with your questions. Leave with greater clarity, stronger priorities, and a strategy for your next financial move.

This Private 90-minute Financial Strategy Session is designed for individuals who want a deeper, more comprehensive look at their financial picture and a clearer strategy for improving stability, protection, and long-term financial growth.

Unlike a shorter consultation, this extended session gives us more time to identify the financial issues competing for your attention, explore your goals in greater detail, and organize your priorities into a practical, personalized action plan.

The goal is not to overwhelm you with more information. The goal is to help you understand what matters most, what should come next, and where your time, money, and attention may be best focused.

During Your Session, We May Explore:

• Your current income, expenses, and monthly financial margin
• Spending patterns and cash-flow concerns
• Debt obligations and payoff priorities
• Emergency savings and financial preparedness
• Short-term and long-term financial goals
• Retirement readiness and retirement-planning considerations
• Employer-sponsored retirement accounts and personal retirement options
• Life insurance and family protection strategies
• Wealth-building and legacy-planning considerations
• Financial priorities for entrepreneurs and business owners
• Financial rebuilding after a major life, career, housing, or income transition
• Areas where you may be financially underprotected or overextended
• Opportunities to improve financial organization and decision-making
• Resource referrals or additional professional support that may benefit your situation

Your Personalized Financial Strategy

One of the most important parts of this session is determining how to prioritize your next moves.

Together, we will work through the areas that may need to be:

PAY — obligations and responsibilities that require immediate attention.

FIX — financial gaps, habits, vulnerabilities, or areas creating instability.

PROTECT — income, family, assets, and financial responsibilities that may need stronger safeguards.

BUILD — savings, retirement, assets, wealth, and long-term financial security.

The extended 90-minute format allows us to go beyond identifying the problem and spend more time developing a clearer strategy around what you can do next.

This Session May Be a Good Fit If You Are:

• Managing several financial concerns at the same time
• Feeling unsure which financial priority should come first
• Ready to take a more serious look at your overall financial situation
• Rebuilding after a divorce, job loss, career change, housing transition, caregiving period, or other major life event
• Working to increase your savings or create more monthly financial margin
• Carrying debt and needing help organizing your priorities
• Concerned about your retirement timeline
• Reviewing your life insurance or family-protection needs
• Interested in wealth-building and legacy planning
• Balancing personal finances with entrepreneurship or business ownership
• Preparing for a major financial decision
• Ready to move from simply managing money to developing a more intentional financial strategy

What You Can Expect

This is a private, educational, and strategy-focused conversation centered on your financial goals and circumstances.

You do not need to have everything perfectly organized before your appointment.

However, because this is an extended strategy session, having access to general financial information can help us make better use of our time.

When available, consider having the following nearby:

• Approximate monthly household income
• Major recurring expenses
• Debt balances and minimum monthly payments
• Savings and emergency-fund balances
• Retirement-account information
• Existing life insurance coverage
• Major upcoming expenses or financial decisions
• Short-term and long-term financial goals
• Questions you would specifically like addressed

What You Should Leave With

By the end of your session, the goal is for you to have:

• Greater clarity about your current financial position
• A better understanding of your most important financial priorities
• Identification of areas that may require immediate attention
• Clearer short- and long-term financial goals
• A more organized strategy for what to pay, fix, protect, and build
• Recommended next steps based on the topics discussed
• Greater confidence about your next financial move

Depending on your needs, additional recommendations may include educational resources, follow-up strategy sessions, coaching, insurance planning, retirement or legacy discussions, or referrals to other qualified professionals.

90 Minutes | Private 1:1 Financial Strategy Session

Please arrive on time and be prepared to participate openly in the conversation so we can make the best use of the extended session.

Important Notice

This session is intended for financial education, coaching, and general strategy development. It does not constitute individualized legal, tax, accounting, securities, or investment advice.

Insurance products and services, when applicable, are discussed and offered only within the scope of applicable licensing and carrier requirements.

When your situation requires specialized professional advice, you may be encouraged to consult with an appropriately licensed financial advisor, CPA, attorney, investment professional, mortgage professional, credit professional, or other qualified specialist.

This is your opportunity to take a deeper look at your finances, organize your priorities, and develop a clearer strategy for moving from financial uncertainty toward greater stability, protection, and long-term wealth.