Time Audit + Investment Plan [Engagement]

$597.00

You have a financial advisor for your money. Who's helping you invest your time?

We hire professionals to help us make smart decisions about our financial future — to look at where our money is going, identify the leaks, and build a strategy that reflects what we actually want. We do this because we know that left unexamined, money tends to disappear into habits and obligations that don't serve our long-term goals.

Time works the same way. Maybe more so.

And yet most of us have never once sat down with someone to look at where our time is actually going — let alone built a strategy for investing it differently.

That's exactly what the Time Audit + Investment Plan is.

A dedicated engagement with a Time Wealth Advisor — for your most finite resource.

Over the course of one focused week, you'll track how your time is actually being spent. Not how you think it's being spent. Not how you wish it were. How it actually is.

I'll review your data before we meet — looking for patterns, leaks, and opportunities — and come to our 60-minute Strategy Call with a clear-eyed read of your week and ideas for where to start.

Together, we'll build your Time Portfolio: a personal investment strategy that reflects your priorities, identifies your two or three most important shifts, and gives you a 30-day plan to start making them real.

What's included

  • A structured 7-day time audit kit with daily reflection prompts*

  • Your advisor's thorough review of your logged week before your call

  • A 60-minute Strategy Call to assess your current time portfolio and identify priority shifts

  • Your personal Time Portfolio document — a named investment strategy to keep and return to

  • Option to add a Recalibration Call at any point after

*Please note: The time audit kit is delivered as a Google Sheet. A free Google account is required to use it.

This is for you if

  • You feel busy but not fulfilled — like your time is full but not well spent

  • You've never actually looked at where your time goes with fresh eyes

  • You suspect your days don't reflect your real priorities — but you can't quite see why

  • You want a strategy, not a system — something built around your actual life

This is not for you if

  • You're looking for productivity hacks or a new scheduling app

  • You want someone to hand you a template and tell you what to do

  • You're not ready to look honestly at how your time is currently invested

Your investment: $597

Ready to take stock of your most valuable asset?

———

Want to keep the momentum going?

Change is easier when someone is paying attention. All of these are available to clients who have completed the Time Audit + Investment Plan.

Recalibration Call A focused 30–45 minute call for when you need more than a check-in but less than a full audit. Maybe the plan needs adjusting, something unexpected shifted your week, or you're ready to tackle the next layer. We get back on the clock and sort it out together.

Monthly Accountabilibuddy Services Once a month, you'll receive a short prompt from me — a few questions about how the past month felt, what held, and where you got stuck. You respond, I reflect back. Lightweight, personal, and designed to keep you honest with yourself between bigger conversations.

You have a financial advisor for your money. Who's helping you invest your time?

We hire professionals to help us make smart decisions about our financial future — to look at where our money is going, identify the leaks, and build a strategy that reflects what we actually want. We do this because we know that left unexamined, money tends to disappear into habits and obligations that don't serve our long-term goals.

Time works the same way. Maybe more so.

And yet most of us have never once sat down with someone to look at where our time is actually going — let alone built a strategy for investing it differently.

That's exactly what the Time Audit + Investment Plan is.

A dedicated engagement with a Time Wealth Advisor — for your most finite resource.

Over the course of one focused week, you'll track how your time is actually being spent. Not how you think it's being spent. Not how you wish it were. How it actually is.

I'll review your data before we meet — looking for patterns, leaks, and opportunities — and come to our 60-minute Strategy Call with a clear-eyed read of your week and ideas for where to start.

Together, we'll build your Time Portfolio: a personal investment strategy that reflects your priorities, identifies your two or three most important shifts, and gives you a 30-day plan to start making them real.

What's included

  • A structured 7-day time audit kit with daily reflection prompts*

  • Your advisor's thorough review of your logged week before your call

  • A 60-minute Strategy Call to assess your current time portfolio and identify priority shifts

  • Your personal Time Portfolio document — a named investment strategy to keep and return to

  • Option to add a Recalibration Call at any point after

*Please note: The time audit kit is delivered as a Google Sheet. A free Google account is required to use it.

This is for you if

  • You feel busy but not fulfilled — like your time is full but not well spent

  • You've never actually looked at where your time goes with fresh eyes

  • You suspect your days don't reflect your real priorities — but you can't quite see why

  • You want a strategy, not a system — something built around your actual life

This is not for you if

  • You're looking for productivity hacks or a new scheduling app

  • You want someone to hand you a template and tell you what to do

  • You're not ready to look honestly at how your time is currently invested

Your investment: $597

Ready to take stock of your most valuable asset?

———

Want to keep the momentum going?

Change is easier when someone is paying attention. All of these are available to clients who have completed the Time Audit + Investment Plan.

Recalibration Call A focused 30–45 minute call for when you need more than a check-in but less than a full audit. Maybe the plan needs adjusting, something unexpected shifted your week, or you're ready to tackle the next layer. We get back on the clock and sort it out together.

Monthly Accountabilibuddy Services Once a month, you'll receive a short prompt from me — a few questions about how the past month felt, what held, and where you got stuck. You respond, I reflect back. Lightweight, personal, and designed to keep you honest with yourself between bigger conversations.