Impact & Intentions Session
This Premium 1x1 Session is a high-touch, guided discovery meeting designed for career-accomplished women ready to align their finances with their vision for life. In this 90-minute session, you’ll explore your financial identity™, clarify values-aligned goals, and uncover actionable steps to create a healthier, more empowered relationship with money.
This Premium 1x1 Session is a high-touch, guided discovery meeting designed for career-accomplished women ready to align their finances with their vision for life. In this 90-minute session, you’ll explore your financial identity™, clarify values-aligned goals, and uncover actionable steps to create a healthier, more empowered relationship with money.
This Premium 1x1 Session is a high-touch, guided discovery meeting designed for career-accomplished women ready to align their finances with their vision for life. In this 90-minute session, you’ll explore your financial identity™, clarify values-aligned goals, and uncover actionable steps to create a healthier, more empowered relationship with money.
What You’ll Gain
Personalized Insights: A detailed Client Brief that identifies your financial identity™ and provides actionable steps to achieve your goals.
Tailored Guidance: Expert recommendations to refine your approach to financial planning or enhance conversations with your financial advisor.
Practical Tools: Insights into your financial archetype and practical strategies for thriving with confidence.
Inspiring Success Stories: Real-world examples from individuals like you who’ve transformed their financial lives.
Why Choose This Session?
Expert-Led: By Marla Sofer, a seasoned financial professional with over 20 years of experience at top institutions like J.P. Morgan, BlackRock, and Microsoft, the session blends behavioral science with practical strategies to deliver a deeply personalized experience.
Backed by Behavioral Science: Developed with Dr. Meghaan Lurtz, an expert in financial psychology, to ensure a proven, research-based framework.
Independent & Unbiased: Receive advice tailored exclusively to your values and goals—free of sales agendas.
How It Works
Length: 90 minutes of focused, 1x1 time with Marla
Price: $950 per session
Format: Virtual or in-person, designed to fit your schedule
Is This Session Right for You?
This session is ideal for women who:
Feel stuck in their financial decision-making or disconnected from their money.
Want to clarify their financial goals and align their money with their values.
Seek unbiased, expert guidance to build confidence and take actionable next steps.
The cost of inaction is high. Don’t let indecision or a lack of clarity hold you back from achieving financial freedom.
What Clients Are Saying
“The Financial Confidence Program exceeded my expectations in every way. It helped me uncover trust and control issues I hadn’t fully acknowledged, and I left with clear, actionable steps. This session gave me practical and personal insights, providing a direction for my financial future. It’s the best investment I’ve made for my peace of mind.”
— S, 44
“This session was a game-changer. Marla helped me understand my financial identity and how to find the right kind of financial advice for me. I now feel confident and in control of my financial future. It’s about so much more than money—it’s about purpose.”
— E, 53
Your Future Starts Now
Invest in yourself today and gain the clarity, confidence, and tools to take charge of your financial life.
Book Your Premium Session