Your Money, Your Purpose™
You work hard.
You still feel like you're behind.
Most advisors start with what you have. We start with how you feel, then build a plan around who you are.
You're not alone in this
You're doing everything right. So why does it still feel like not enough?
"I keep cutting back, working harder, doing more, and my costs just keep rising. I can't figure out where it's all going."
"I have an advisor. I have accounts. I have a 401(k). But I honestly don't know if any of it is in the right place, or if the person managing it is any good."
"I feel guilty spending money on myself. Even when I've earned it. Even when I can technically afford it."
The problem isn't what you're doing. It's that no one has ever shown you the whole picture in one place.
Financial Vital Signs™
Know exactly where you stand, all in one place.
Most women we work with have been the middleman between their CPA, their advisor, and their attorney, holding the whole picture together themselves. The Financial Vital Signs Assessment is where that stops. One assessment. One clear picture. You'll see your full financial life in three areas and know exactly where to focus first.
Your Financial Vital Signs Assessment
Answer a short series of questions across three core areas. You'll get a score, a breakdown, and clarity on exactly where to focus first. It's the same diagnostic we use at the start of every client relationship.
Take the Assessment →
The Journey
What happens after your Intro Call?
One connected journey. Each step builds on the last.
Awareness
You arrive wondering: Why am I like this with money? You leave with your money story named, a sense of purpose, and real financial self-awareness.
Blueprint
Your story meets your numbers for the first time. We look at your full financial picture through the Elements Dashboard (your Financial Vital Signs, at a glance) and identify your one clear Power Focus Area.
Money Mindset
Your money mindset starts with your money story. Your values, your attitudes about money, and your habits with money provide depth and color to your story.
Cash Flow Analysis
Money flows in and out of your life every month. Raising awareness of where it goes increases intentional spending on purposeful, fulfilling, and enjoyable experiences, and decreases the spending that isn't.
Action
Understanding becomes momentum. You leave with a complete, values-aligned financial plan: tax-efficient, investment-specific, and one you helped build rather than simply received.
Estate
You've built your plan aligned with who you are. Now make sure what you want is carried out, even when you can't speak for yourself: estate documents created and executed, or current documents reviewed for completeness and alignment.
Checkpoint
Life changes, and your plan should move with it. Twice a year, we come back together to review, adjust, and keep going, with direct team access and an annual Pulse Check focused on you, not just your portfolio.
The Team Walking Alongside You
Helping you build a financial plan
that reflects who you are and works for your life.
One integrated team, not a referral list.
Your cash flow coach, and a familiar face across your Awareness and Cash Flow Analysis steps. Jessie helps create the space where clarity begins.
Billy, an Investment Advisor Representative (IAR) with OASIS Advisors*, focuses on the Blueprint and Checkpoint steps, helping connect what is most important to you with your financial vital signs.
Brian, an IAR with OASIS Advisors*, focuses on the Action step, making sure your plan is thorough, coordinated, and built to work across every part of your financial life.
Ryan, an IAR with OASIS Advisors*, leads your Money Mindset step and facilitates the review, creation, and implementation of estate planning documents (will, trust, power of attorney, and medical directive).
*Investment advisory services offered through OASIS Advisors, LLC, an SEC registered investment adviser. Billy Zerillo, Brian Eckert, and Ryan Wall are Investment Advisor Representatives (IARs) of OASIS Advisors, LLC.
Ready to retire, or getting close?
Explore Retirement PlanningKeep Learning
Go deeper between sessions.
Practical financial clarity, on your schedule, in your format.
The YMYP Advantage
This is what a different kind of advisor looks like.
You've probably worked with an advisor who checks in once a year and hands you a report you don't fully understand. Here's what we do instead.
| The Experience | Most Advisors | YMYP |
|---|---|---|
| Where it starts | What you have | How you feel |
| How often they reach out | Once a year, maybe | When it matters to you |
| What you leave with | A product recommendation | A plan you helped build |
| Cash Flow Analysis | Sourced separately | ✓ |
| Money Mindset | Sourced separately | ✓ |
| Estate planning | Sourced separately | ✓ |
| Financial plan + investment recommendations | Sourced separately | ✓ |
| Annual Pulse Check | Sourced separately | ✓ |
| Coordination between professionals | Falls entirely to you | One team. One picture. |
Got Questions?
A few things people ask before reaching out.
Who is this for?
Will this add more to my plate?
How much does this cost?
What if I already work with a financial advisor?
How is this different from working with a traditional financial advisor?
Ready to Breathe Again?
Schedule Your Intro Call.
Imagine saying yes to plans without negotiating with yourself first. Not waking at 3 a.m. running numbers. Knowing exactly where you stand and feeling it, not just knowing it on paper. That starts with a 15-minute conversation with one of our advisors. No pitch. Just clarity on whether we're the right fit, and what next steps look like for you.
Book Your Intro Call →