🌈 Primary Goals this punchcard

Scroll down for themes + project list

  • Facts / financial

  • Caught up with taxes

  • Money in-and-out spreadsheet + budget

Schedule ww session / 90 minutes

Total time: 9.0

Time used: .0
Time remaining: 9.0

Wingwoman Punch Card / 6 Sessions

♡  Tara ♡ 

6 × 90-ish minute sessions / Or 9-ish total hours
Cost is $2180 / Paid _____
Travel fee is $60 per in-person session north of 145th

Scheduled for:

___ #1 / 2.0 / Jul 20 / Tara’s home / travel fee waived
___ #2 / 1.5 / Date / location
___ #3 / 1.5 / Date / location
___ #4 / 1.5 / Date / location

May include phone + zoom calls, homework, to fill up a punch spot :)

Reminders

NOTES

🌈 Jul 20

  • Notes

🌈 MMM dd

  • Notes

🌈 MMM dd

  • Note

🌈 THEMES / North Star / DESIRES

Clean up the mess dumped in your lap
Get organized, equipped, negotiate confidently
Get closure > New blank canvas

  • Ready for negotiations

    • Facts around money

    • Clarity with desired outcome

    • Story-telling

    • Limits, hard lines, where compromise is okay

    • Plan for 11130 house

  • Financial + Book$ Catch-up

    • 2025 numbers, get to Jocelyn

    • Pay any IRS taxes

    • 2026 numbers, caught up

    • Clarity around profit, IRS taxes, take-home pay

  • Financial foundation is set

    • Monthly costs, spreadsheet

    • Budget

    • Health and dental insurance

    • Retirement, maximizing opportunities

    • Life insurance?

    • Working with financial planner - more knowledge and power there

  • Mood / Vibe

    • Relief, caught up

    • Clarity, no static

    • Equipped

    • Empowered, freedom

  • Life chapters

    • Next 8 years / keep the funhouse

    • Post kids chapter / maybe move to Madrona, travel, who knows! :)