Need more tailored
advice for your
situation?
The course gives you the knowledge. But sometimes you need someone to look at your specific situation and tell you exactly what to do next.
Book a free 15-minute strategy call with Jessie. No jargon. No judgment. Just a real conversation about your money — and one clear next step.
Short on time.
Big on clarity.
Your #1 financial goal
We'll identify the single most important thing you need to focus on right now — whether that's debt, savings, investing, or super.
Where you're currently at
A quick honest snapshot of your financial position — no judgment, just clarity on what's working and what isn't.
Your biggest money block
Most women have one thing holding them back. We'll name it and talk about how to move past it.
Your next best step
You'll leave with one clear, actionable next step — not a list of 20 things, just the one thing that will move the needle most.
This call is for you if...
You've done the course (or are thinking about it) and want to apply it to your specific situation
You're feeling overwhelmed and don't know where to start
You have a specific question about debt, investing, super, or budgeting
You want to know if working with Jessie one-on-one is right for you
You're at a financial crossroads — divorce, new job, inheritance, buying a home — and need a clear head
From Clarity to Confidence:
Your Financial Advice Journey
That first 15-minute call is just the beginning. If we both decide we're a great fit to work together, here is the clear, step-by-step path we'll take to build your financial future. No jargon, no surprises — just a clear roadmap.
Engagement & Discovery
This is where we lay the foundation. We make our partnership official and dive deep into your world to understand exactly where you are and where you want to go.
Strategy & Development
This is where I get to work for you. I take all the information from our discovery session and begin crafting your personalised financial roadmap.
Presentation & Implementation
Your plan is ready. Now, we walk through it together to ensure you understand it completely and feel confident to put it into action.
Ongoing Partnership & Review
This is not a 'set and forget' process. Your life will change, and your financial plan needs to adapt with it. We partner with you for the long term to ensure you stay on track.
Everything you need to know
Is this really free?
Yes — completely free, no strings attached. This is a genuine 15-minute conversation to understand where you're at and what you need. There's no sales pitch and no obligation.
What happens after the call?
You'll leave with a clear next step. If you'd benefit from ongoing support — whether that's the Culgan Wealth course, a deeper strategy session, or becoming a personal client — Jessie will let you know. But there's zero pressure.
Do I need to prepare anything?
No preparation needed. Just show up as you are. If you want to, you can jot down your biggest money question or goal beforehand — but it's not required.
Is this financial advice?
This is a general conversation, not formal financial advice. For personalised, structured financial advice tailored to your full situation, that's available as a paid engagement. This call helps you figure out if that's what you need.
How do I book?
Click the 'Book My Free Call' button above and choose a time that works for you. You'll get a confirmation email with the Google Meet link.
Tell Jessie a little about
your situation
This is completely optional — but filling it in means Jessie can make the most of your 15 minutes together. No judgment, no wrong answers.
Stop guessing.
Start knowing.
15 minutes with Jessie could be the most valuable financial conversation you've ever had. And it's completely free.
This is a general conversation, not formal financial advice. For personalised advice tailored to your full situation, that's available as a paid engagement. This call helps you figure out what you need.