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How Coaching Works

During our sessions we address these issues, and more: 

  • a clear way forward that outlines the steps needed to feel confident about your spending, saving with a purpose, debt payoffs, and goals

  • a spending plan that’s as rigid or flexible as you need it to be

  • a savings plan that you feel confident about... one that leaves you ready to tackle not only what life throws at you, but the fun, lifestyle expenses you want to enjoy- now and in the future

  • discover which payoff strategy is best for you for a debt reduction plan, if that’s your goal

  • identify the sticky areas of your relationship with money and developing strategies to move forward


Along the way we can address issues that pop up like, "argh, why do I keep overspending on that?" or practical things like rethinking how much you want to have in emergency savings or whether or not to make the move, take the job, buy the house, plan the trip.

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