Connect
your money
to
what matters
Clear, tailored money advice
No more noise — just what works for you
Crush debt, build savings, invest smart
Master your mindset, not just your budget
Money talk without fear or shame
1 Greeting
Complimentary 20-minute call
Discuss your top money concerns
Discover simple, practical next steps
Ask questions, get real answers
Leave feeling more confident and less confused
We’ll chat about where you are. I’ll explain how the coaching process can inject strength and hope into your financial journey. I can’t wait to talk!
2 Groundwork
$295
Your Groundwork session is all about getting clear on the present state of your money life. When we see where you are now, we’ll shine light on the path to where you want to be.
What you get:
2.5-hour session
Money-Strong Dashboard, a spreadsheet depicting your most important numbers
Personalized action steps
Post-session check-in call
3 Growth
Our Groundwork sessions brought clarity.
Our Growth sessions will bring change.
Sometimes clarity is enough.
But maybe you desire change.
If you’d love to change your status quo, I would love to guide you through my coaching program. Each session includes a combination of education, financial counseling, and practical action.
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$595
4 coaching sessions
Personalized action steps
4 post-session check-in calls
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$995
8 coaching sessions
Personalized action steps
8 post-session check-in calls
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What is financial coaching?
You have money questions. The world has answers– from friends, family members, YouTubers, and influencers. A financial coach can cut through the noise to provide money advice tailored specifically to your needs.
Financial pros are like medical professionals in that some doctors are specialists, while others are general practitioners. And doctors aren’t the only ones who help–nurse practitioners, physician assistants, and physical therapists also meet important needs.
A financial coach can help you meet your money goals, whether you aim to reduce spending, pay off debt, invest, save for retirement, pay for college, or buy a house. In addition to offering advice on budgeting, insurance, retirement planning and more, a financial coach can help you learn to talk about money without shame or conflict, face your money fears, find the motivation you deserve, and run toward your dreams.
As with personal fitness and home repairs, you CAN successfully DIY personal finance. But some people hire a personal trainer or plumber to get where they want to go faster.
Hiring a financial coach speeds up your progress toward your short-term and long-term financial goals. It infuses your money journey with extra motivation, accountability, and insight– in addition to what you have on your own.
A financial coach first takes inventory of your financial situation. Assessing your money beliefs and behaviors, and understanding what you want your money to do for you (both now and in the future), they help create a roadmap to meet your current needs and reach your long-term goals.
Ready to strengthen your money life?Schedule a 20-minute consultation call. We’ll chat about where you are. I’ll explain how the coaching process can inject strength and hope into your financial journey.
