Build wealth that lasts
Personalized financial planning designed to help you gain clarity, create a strategy, and move forward with confidence.
At Tre’Vive, building wealth is about more than numbers. It’s about creating a financial plan that supports the life you want to live. Whether you’re getting organized, working toward specific goals, or planning for the year ahead, we’ll help you turn your priorities into practical next steps.
1
START WITH CLARITY
Free 30-Minute Consultation
Not sure where to begin? Start with a complimentary conversation about your financial goals, current priorities, and the type of support that may be right for you.
What we’ll cover:
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Your current financial priorities
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What you want to improve or accomplish
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Which Tre’Vive service best fits your needs
2
CREATE YOUR STRATEGY
Money Clarity & Strategy Session
Get clear on your money and leave with an actionable plan. This personalized 90-minute session helps you identify priorities, strengthen your financial habits, and determine your next steps.
We’ll focus on:
Reviewing your current financial picture
Budget, savings and debt priorities
Setting clear financial goals
Creating practical next steps
$169 • 90 Minutes
3
PLAN THE YEAR AHEAD
Annual Money Planning Session
Take a big-picture look at your finances and create an intentional roadmap for the next 12 months. This two-hour session is designed for deeper planning, goal setting, and financial organization.
We’ll focus on:
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Reviewing your overall financial picture
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Setting annual financial goals
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Creating a 12-month strategy
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Budget and savings priorities
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Planning for upcoming expenses and milestones
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Clear next steps for the year ahead
$297 • 2 Hours