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Client Portal

Welcome to the CFPI Client Portal.  This page will contain links and resources reserved for clients of the CFPI Solutions Programs.

Getting Started

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Ready to take control of your financial journey? Follow these simple steps to get started:

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  1. Schedule Your First Session

    • Choose your Booking Option below to schedule your Deep Dive Session or a Custom Coaching Session. This is your first step toward gaining clarity and building a strategy tailored to your goals.

  2. Complete the Pre-Session Work

    • Prepare for your session by:

      • Gathering information on your income, expenses, debts, and account balances.

      • Tracking your spending for the past two weeks.

      • Reflecting on what your ideal financial future looks like.

    • Detailed instructions are provided below.

  3. Access Your Client Portal

    • Log in to your Client Portal for session details, worksheets, and resources designed to help you stay organized and motivated.

  4. Show Up Ready to Grow

    • Bring your notebook, completed pre-work, and an open mindset to your session. Together, we’ll uncover opportunities, define your goals, and create an actionable plan to move forward.

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If you have any questions along the way, don’t hesitate to reach out. I’m here to support you every step of the way!

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Let’s align your finances with your dreams.

Choose your service to continue: 

Custom Coaching  Session

Deep Dive Session

Support Group Circle

Tools and Support

Prepare for your Deep Dive Session

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To make the most of our time together, I encourage you to complete a few simple pre-work steps. These exercises will give us a strong starting point and help you gain clarity about your current situation and your vision for the future. Remember—this is a no-judgment zone. Our goal is to understand where you’re starting from so we can build a plan that works for you.

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  1. Get a Notebook: Choose a notebook to dedicate to your financial journey. This will be your space for ideas, insights, and tracking progress as we work together.

  2. Gather Your Financial Details: Compile a list of your income sources, regular expenses, recurring bills, and debts. Include amounts, due dates, and any periodic payments that may not occur monthly.

  3. Track Your Spending: For two weeks, write down everything you spend. The goal here is awareness—don’t worry about analyzing or judging the numbers.

  4. Imagine Your Ideal Financial Future: Take a moment to reflect on what a healthy, stable financial life would look like for you. What goals would you achieve? How would it feel to be in control of your money?

 

By completing these steps, you’ll come into the session with valuable insights and a clear foundation for growth. Together, we’ll build a path toward the financial freedom you deserve!

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