Flat Fee $400 - no subscription - billed only once you’ve received your full deliverables and feel confident in the value.

Your investment includes a one-time, high-impact review of your Financial Snapshot, designed to give you both clarity and confidence in your financial picture. You’ll receive:

• The DeStefano Financial Snapshot showing:

  • Current Spending (summary + detail)

  • Forecasted Spending (summary + detail)

  • Personalized Spending Plan

• A 30-minute virtual check-in to walk through your Financial Snapshot, answer questions, and offer insights.

All deliverables may be provided in your preferred format — Microsoft Office, Google Workspace, or PDF — yours to keep and revisit anytime. No subscriptions. No hidden fees. Just a clear, thoughtful snapshot of your financial life — built with precision and care.

What You’re Really Investing In

This isn’t just about numbers — it’s about understanding your financial story. You’ll walk away with a clearer view of where your money goes, what it supports, and how it aligns with your values. My goal is for you to feel proud of the next two months — not just for what you save, but for how you show up for your financial life.

And here’s the playful challenge

Let’s try to uncover ways to save more than the $300 fee over the next 12 months. Whether it’s trimming overlooked subscriptions, rethinking spending habits, or spotting hidden inefficiencies — I’ll be digging for those wins for you.

If you appreciated the benefits from your Financial Snapshot and want to keep the momentum going, I offer optional add-ons to deepen your insights and keep your data fresh:

Quarterly Refreshes – $150

• Stay up to date with seasonal updates to your spending, forecasts, and balance sheet. 

• Perfect for tracking progress and adjusting course.

Custom Visual Reports – $75

• I’ll create tailored charts or visuals that highlight key trends and make your data pop. 

• This is ideal for sharing with a partner or just for your own clarity.

Balance Sheet Overview – $400

• Let’s take your Financial Snapshot one step further by building your personalized balance sheet. If you’re able to share details about your remaining household assets and liabilities — such as brokerage accounts, retirement funds, HSA balances, mortgage statements, or student loans — I’ll organize everything into a clear, customized balance sheet.

• From there, we’ll calculate your personal net worth at a specific point in time, giving you a powerful view of where you stand and where you’re headed.