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From
financial chaos to clear IDEAS
Helping you take control of your
Income, Debt, Expenses, Assets, and Savings.
Simple financial structure.
Real results.
IDEAS Financial Wellness is a guided program designed to help you get organized, understand your finances, and build a plan you can actually maintain.
This isn’t about restriction or complicated budgeting — it’s about clarity, structure, and creating a system that works for your everyday life.
How We Create
Financial Clarity Together
Phase 1: Financial Clarity
(Month 1)
• Complete your intake and financial snapshot
• Understand where your money is going
• Identify spending leaks
• Establish your baseline
Phase 2: Stabilization
(Month 2–3)
• Build a realistic budget structure
• Create a debt strategy
• Re-align needs vs wants
• Begin your emergency fund
Phase 3: Growth
(Month 4–6, optional)
• Strengthen savings habits
• Improve financial confidence
• Build long-term sustainability
How We Create
Financial Clarity Together
Phase 1: Financial Clarity (Month 1)
• Complete your intake and financial snapshot
• Understand where your money is going
• Identify spending leaks
• Establish your baseline
Phase 2: Stabilization (Month 2–3)
• Build a realistic budget structure
• Create a debt strategy
• Re-align needs vs wants
• Begin your emergency fund
Phase 3: Growth (Month 4–6, optional)
• Strengthen savings habits
• Improve financial confidence
• Build long-term sustainability
How We Create
Financial Clarity Together
Phase 1: Financial Clarity (Month 1)
• Complete your intake and financial snapshot
• Understand where your money is going
• Identify spending leaks
• Establish your baseline
Phase 3: Growth
(Month 4–6, optional)
• Strengthen savings habits
• Improve financial confidence
• Build long-term sustainability
Phase 2: Stabilization (Month 2–3)
• Build a realistic budget structure
• Create a debt strategy
• Re-align needs vs wants
• Begin your emergency fund
This program is for you if...
You’re ready to stop feeling overwhelmed by your finances and start moving forward with clarity.
You want a simple, realistic approach to managing your money, but you’re not sure where to begin.
You’re looking for structure, accountability, and support that fits your life—not another complicated system you'll abandon after a few weeks.
Most importantly, you're ready to build healthier financial habits and a plan you can confidently stick to.
Meet Deja Rose
Through IDEAS Financial Wellness, Deja helps individuals create calm, clarity, and confidence around their finances. Her approach is supportive, realistic, and rooted in helping you feel seen — not judged.
Whether you’re overwhelmed, disorganized, or simply ready to improve your habits, this is your space to reset.
Best Value
Your 3-Month Reset Journey
75
Every month
+$99 On-Boarding Fee
Support Designed for Real Life
Valid for 3 months
3 months of guided support
Personalized financial wellness planning
Accountability and check-ins
Continued support option available after completion
Best Value
The Financial Wellness Membership
65
Every month
+$75 Onboarding Fee
Continued support after program completion
Valid for 6 months
$25 off Onboarding Fee
6 Months of Guided Support
Personalized Financial Wellness Planning
Accountability and Check-Ins
Start your
Financial Reset
Frequently Asked Questions
Not at all. Financial wellness is not about how much money you make — it’s
about understanding and managing what you currently have. My goal is to help
clients build realistic and sustainable financial habits that fit their lifestyle.IDEAS Financial Wellness focuses on practical financial organization and habit-
building in a supportive, non-judgmental environment. The goal is to help clients
create clarity, structure, and confidence around their finances through
personalized guidance and accountability.The onboarding process includes:
• A financial intake review
• Goal discussion
• A snapshot of your current financial habits
• Identification of financial pain points and opportunities
• Initial action steps tailored to your situation
The goal is to create a starting point that feels manageable and realistic.
Yes. IDEAS Financial Wellness is designed to provide continued support, accountability, and guidance throughout your financial wellness journey through structured plans and recurring sessions.
Yes. Client privacy and confidentiality are extremely important. Financial information shared during sessions is handled with professionalism and discretion.