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You Have Read the Books. You Have Watched the Videos. You Already Know What to Do.
So why hasn't anything changed?
Because information was never your problem. Accountability, strategy, and someone who will hold you to the plan — that is what has been missing. Rooted with Lotis is not another free resource. It is a deliberate, structured coaching engagement built for the woman who is done circling the problem and ready to solve it.
Is This You?
You have been managing your money by feeling — spending what comes in, hoping it stretches, and telling yourself you will get serious about it later. Later keeps moving. Retirement is getting closer. And the gap between where you are and where you need to be is starting to feel less like a problem you can put off and more like one you cannot afford to ignore.
You are not irresponsible. You are not hopeless. You have just never had a real plan — one built around your actual life, your actual income, and your actual goals. And without a plan, even the best intentions run out before the money does.
That ends here.
What This Program Is
Rooted with Lotis is a 3-month, one-on-one financial coaching program for women who are done circling the problem and ready to solve it. This is not a course. It is not a workbook. It is a structured, faith-based coaching engagement delivered by a CPA who speaks plainly and holds you accountable to the plan you build together.
Think of this program as the prerequisite to working with a Certified Financial Planner. Before a CFP can build a long-range retirement strategy for you, you need to be able to sustain one. That means facing your current money management habits honestly, building a budget that actually reflects your life, and developing the discipline to follow it. That is exactly what this program does.
If you are a woman 10 to 15 years from retirement and you feel behind, know this — behind is a starting point, not a sentence. I built Rooted with Lotis because I am in this season myself; and I knew that what we both needed was not more information. We needed a plan, a process, and a partner. I've built my plan, now I can help you build yours.
What You Will Leave With
By the end of 3 months, you will have:
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A zero-based budget you built and can maintain
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A written debt elimination plan with target payoff dates
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An increased savings rate with automated contributions in place
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The tools, habits, and clarity to sustain your progress independently
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A referral pathway to a Certified Financial Planner for investment and retirement planning decisions
How the Program Works
1
Clarity
We start with the full picture. Your income, your expenses, your debt, your net worth — nothing hidden, nothing estimated. Then we build your first zero-based budget together; every dollar assigned a purpose before the month begins. You will leave Month 1 knowing exactly where you stand and operating from a written plan for the first time.
2
Control & Change
We go deeper. Your debt elimination plan is built and sequenced. We identify the behavioral patterns that have kept you stuck and install specific strategies to interrupt and replace them. This is where the real work happens.
3
Consistency & Confidence
We strengthen your savings rate, address retirement readiness, and build the habits and systems that will carry you forward independently. You will leave this month with a referral to a Certified Financial Planner and a clear picture of the questions to bring to that conversation.
Rooted with Lotis is a 6-session, one-on-one coaching engagement delivered over 3 months via video call. Two sessions per month. 45 to 60 minutes per session. Every session is structured, purposeful, and built around your specific financial situation — not a generic script.
You are not left alone between sessions. Every week you submit a brief accountability check-in. Every Monday your coach reviews it and responds with specific direction. The work does not stop when the call ends.
You Have Waited Long Enough.
The free advice has not moved the needle. The good intentions have not built the plan. And retirement is not waiting for you to feel ready.
Rooted with Lotis is available now at the introductory rate of $297 per month — a total investment of $891 for 3 months of one-on-one coaching, accountability, and a plan built around your life.
This rate will not last. Lock it in today!
The discovery call is a 20–30 minute conversation to determine whether this program is the right fit for you. There is no pressure and no obligation. Just an honest conversation.