Financial Wellness Consultation

A guided, insight‑driven conversation to understand your financial behaviors and shape your future with clarity.

Your financial wellbeing is shaped by more than numbers — it’s influenced by habits, expectations, emotions, and the stories you’ve carried throughout your life. The 60‑Minute Financial Wellness Consultation with David A. Norman Sr. is designed to help you understand these deeper layers and translate them into a practical, forward‑looking plan.

This session provides a structured, meaningful conversation across three core pillars that define long‑term financial health.

The Three Pillars We Explore

1. Your Relationship with Money

We uncover the beliefs, habits, and emotional patterns that influence your financial decisions. This helps you understand why you make certain choices and how to shift toward healthier behaviors.

2. Expectations of Your Financial Future

We discuss your goals, concerns, and long‑term vision. This includes how you see your financial life evolving and what adjustments may be needed to align your expectations with reality.

3. The Retirement Conversation

We explore your retirement hopes, fears, and assumptions even if retirement feels far away. Understanding this early helps shape a more confident long‑term plan.

Before the Consultation

You’ll complete two short assessments that reveal:

• Your current financial position
• Your behavioral tendencies
• Your outlook on future financial scenarios

These assessments ensure our conversation is personalized, relevant, and grounded in your real financial patterns.

What to Expect During the Session

• A guided, reflective conversation
• Insight into your financial behaviors
• A clearer understanding of your current financial position
• A realistic outlook on your future financial scenarios
• Actionable recommendations tailored to your goals

This session gives you the awareness and structure needed to make informed, confident decisions about your financial wellbeing.

Who This Consultation Is For

This session is ideal if you:

• Want to understand the “why” behind your financial habits
• Need clarity on your current financial standing
• Want a realistic view of your financial future
• Prefer a guided, reflective conversation rather than a technical review
• Are seeking actionable steps without long‑term commitments

Clarity Begins with Understanding

This 60‑minute consultation gives you the insight, awareness, and direction needed to move forward with confidence grounded in your behaviors, aligned with your goals, and tailored to your life.

Appointment Link