Your Money, Your Purpose — YMYP

Your Money, Your Purpose™

You work hard.
You still feel like you're behind.

Most advisors start with what you have. We start with how you feel — and build a plan around who you are.

Schedule Intro Call See How It Works

You're not alone in this

You're doing everything right. So why does it still feel like not enough?

"I keep cutting back, working harder, doing more — and my costs just keep rising. I can't figure out where it's all going."

"I have an advisor. I have accounts. I have a 401k. But I honestly don't know if any of it is in the right place — or if the person managing it is any good."

"I feel guilty spending money on myself. Even when I've earned it. Even when I can technically afford it."

The problem isn't what you're doing. It's that no one has ever shown you the whole picture in one place.

Schedule Intro Call See How It Works

Financial Vital Signs™

Know exactly where you stand — in one place.

Most women we work with have been the middleman between their CPA, their advisor, and their attorney — holding the whole picture together themselves. The Financial Vital Signs Assessment is where that stops. One assessment. One clear picture. You'll see your full financial life in three areas and know exactly where to focus first.

Money Clarity — Know where your money is going
Financial Health — See your financial foundation clearly
Wealth Alignment — Build toward the future you want
Free — No Obligation
Get Your Score

Your Financial Vital Signs Assessment

Answer a short series of questions across three core areas. You'll get a score, a breakdown, and clarity on exactly where to focus first. It's the same diagnostic we use at the start of every client relationship.

Take the Assessment →
Your Money Your Purpose Process

The Journey

What happens after your Intro Call?

One connected journey. Each step builds on the last.

Step 1
1
Awareness

You arrive wondering: Why am I like this with money? You leave with your money story named, a sense of purpose, and more financial self-awareness than most people develop in years.

Feel genuinely heard Money story named & understood Financial Statement of Purpose drafted
Step 2
2
Blueprint

Your story meets your numbers for the first time. We look at your full financial picture through the Elements Dashboard — your Financial Vital Signs, at a glance — and identify your one clear Power Focus Area.

Full financial snapshot (Elements) Story connected to numbers Power Focus Area identified Preview of your one-page roadmap
Step 3
3
Money Mindset

Your money mindset starts with your money story. Your values, your attitudes about money, and your habits with money provide depth and color to your story.

Values identified and their influence on money decisions Money Attitudes and Habits identified Purpose In Life Assessment
Step 4
4
Cash Flow Analysis

Money flows in and out of your life every month. Raising awareness on where increases intentional spending — providing purposeful, fulfilling, and enjoyable experiences — while decreasing spending that doesn't.

Detailed spending analysis Full cash flow clarity
Step 5
5
Action

Understanding becomes momentum. You leave with a complete, values-aligned financial plan — tax-efficient, investment-specific, and one you helped build rather than simply received.

Custom one-page roadmap Tax-efficient investment plan Confirmed Financial Statement of Purpose
Step 6
6
Estate

You've built your plan aligned with who you are. Now ensure that what you want is carried out even when you can't speak for yourself — with estate documents created and executed, or current documents reviewed for completeness and alignment.

Will Revocable Trust Power of Attorney Advance Medical Directive
Ongoing
7
Checkpoint

Life changes, and your plan should move with it. Twice a year, we come back together to review, adjust, and keep going — with direct team access and an annual Pulse Check focused on you, not just your portfolio.

2× annual checkpoints Direct team access Annual Pulse Check

The Team Walking Alongside You

Helping you build a financial plan
that reflects who you are and works for your life.

One integrated team — not a referral list.

Jessie Brady
Jessie Brady
Cash Flow Coach

Your SpendFirst® cash flow coach, and a familiar face across your Intro Call and Awareness step. Jessie helps create the space where clarity begins.

Billy Zerillo
Billy Zerillo
Financial Advisor

Billy, an Investment Advisor Representative (IAR) with Oasis Advisors*, focuses on the Blueprint and Checkpoint steps — helping connect what is most important to you with your financial vital signs.

Brian Eckert
Brian Eckert
Financial Advisor

Brian, an IAR with Oasis Advisors*, focuses on the Action step — ensuring your plan is thorough, coordinated, and built to work across every part of your financial life.

Ryan Wall
Ryan Wall
Financial Advisor

Ryan, an IAR with Oasis Advisors*, facilitates the review, creation, and implementation of estate planning documents (will, trust, power of attorney, and medical directive).

*Investment advisory services offered through Oasis Advisors, LLC, an SEC registered investment adviser. Billy Zerillo, Brian Eckert, and Ryan Wall are Investment Advisor Representatives (IARs) of Oasis Advisors, LLC.

Keep Learning

Go deeper between sessions.

Practical financial clarity — on your schedule, in your format.

YMYP on YouTube

Short, practical videos on financial clarity, behavioral money patterns, and making confident decisions with your money — no jargon required.

Watch the Channel

The YMYP Advantage

This is what a different kind of advisor looks like.

You've probably worked with an advisor who checks in once a year and hands you a report you don't fully understand. Here's what we do instead.

The Experience Most Advisors YMYP
Where it starts What you have How you feel
How often they reach out Once a year, maybe When it matters to you
What you leave with A product recommendation A plan you helped build
Cash Flow Analysis Sourced separately ✓
Money Mindset Sourced separately ✓
Estate planning Sourced separately ✓
Financial plan + investment recommendations Sourced separately ✓
Annual Pulse Check Sourced separately ✓
Coordination between professionals Falls entirely to you One team. One picture.

Got Questions?

A few things people ask before reaching out.

Who is this for?
High-earning women — often the sole or primary earner, VP-level or above, business owners, attorneys, or in commission-based roles — who describe themselves as "behind" or "should know this by now" despite the fact that their numbers often say otherwise. Also their spouses, and anyone approaching retirement who wants a complete picture before they get there.
Will this add more to my plate?
That's the most important thing to address directly: no. The whole point of YMYP is to remove you as the middleman. Right now you're probably coordinating between a CPA, an advisor, and maybe an attorney — and carrying the mental load of figuring out how it all connects. We take that off your plate. One team, one picture, one place to go when a real decision comes up.
How much does this cost?
This is a four-figure investment — significantly less than the industry average of sourcing a financial plan, cash flow analysis, money mindset work, and estate planning separately. We walk you through the exact number and what's included before you're ever asked to make a commitment.
What if I already work with a financial advisor?
If you truly love the relationship you have with your current advisor, this isn't meant to replace it — it's meant to supplement it. Moving your assets over to us makes it easier for us to facilitate your plan, but it is not required.
How is this different than working with a traditional financial advisor?
Our advisors are with Oasis Advisors and use the YMYP process — which means you get a fiduciary relationship paired with cash flow analysis, money mindset work, and estate planning, all working together as one integrated team instead of a referral list.

Ready to Breathe Again?

Schedule Your Intro Call.

Imagine saying yes to plans without negotiating with yourself first. Not waking at 3am running numbers. Knowing exactly where you stand — and feeling it, not just knowing it on paper. That starts with a 15-minute conversation with one of our advisors. No pitch. Just clarity on whether we're the right fit, and what next steps look like for you.

Book Your Intro Call →
Your Money, Your Purpose™
Investment advisory services offered through OASIS Advisors, LLC, a U.S. Securities and Exchange Commission (SEC) registered firm. Registration does not imply a certain level of skill or training. OASIS Advisors, LLC has common ownership and affiliations with OASIS Risk Management, LLC and AlphaBit Investments, LLC. These relationships may create conflicts of interest. For more information on how we manage these conflicts, please refer to our Form ADV Part 2A or contact us directly.