Need a one to one conversation with an expert

If you ever felt overwhelmed with all your money issues (in debt - don’t know how to save - don’t know how to invest - don’t know what you want) then you need to talk to me (Sara Al-Tarkait) your Financial Advisor and this is what you will get:

1. Pre-Consultation Intake

I will send a form to understand:

• Income sources & expenses
• Debts & liabilities
• Savings & investments
• Financial goals (short-term + long-term)
• Lifestyle priorities (family, travel, business, etc.)

[Purpose: Save time and set the tone for a goal-focused session.]

2. Discovery Call / First Meeting (60–90 mins)

• I will start with values, lifestyle, and current mindset around money.
• Clarify goals: e.g., buy a home, retire early, start a business, pay off debt.
• Review numbers: I use spreadsheets to highlight:
  • Cash flow
  • Net worth
  • Spending habits
• Identify gaps or pain points: What’s missing, inconsistent, or holding them back.

[This session is more diagnostic than prescriptive — no jumping into solutions too fast.]

3. Plan Design / Strategy Creation (Done After the Call)

• I will create a simple, clear roadmap that may include:
  • Spending plan / Spending system
  • Debt payoff strategy
  • Emergency fund goals
  • Investment & retirement overview
  • Income growth ideas (side hustle, career moves, etc.)
• I will use tools like:
  • Google Sheets or Notion dashboards
  • PDF summary with action steps
  • Visual timelines

[It will be easy to follow — the goal is clarity, not complexity.]

4. Follow-Up Session (30–60 mins)

• Walk through the plan
• Adjust based on feedback
• Answer questions and set milestones + accountability