let's get your financial $H!T TOGETHER
what does that look like?
financial security and freedom of choice for your present self and future self
Get control over your financial “nuts and bolts”
Have the capacity to absorb a financial shock
Have the financial freedom to make choices that allow you to enjoy life
Be on track to meet your financial goals
Ongoing coaching (price varies on program)
Here's what you'll get:
regular scheduled 1-hour coaching calls
access for questions between sessions plus custom exercises to keep you on track
support, accountability and guidance as you make progress on your financial journey
lots of aha moments and a ton of self discovery
I wouldn't be a very good personal finance coach if I didn't encourage you to ask, "How much is this gonna cost me?"
You'll come to know me as someone who will be absolutely upfront with you. I don't believe in hiding and dancing around tough topics. Personal finance is full of these and we might as well start out on the right foot.
We’ll review what you’ve got going on with your money— what’s coming in, what’s going out, what’s being ignored, all of it.
We’ll talk about what’s working so far, what has gotten in your way in the past, and your goals.
We’ll make a plan for how you can move forward. This won’t be a cookie cutter worksheet but rather a unique, dynamic roadmap built just for you.
The plan goes into place. You’ll have real action items that you can choose to work on with me as your coach for support and accountability.
Personal finance doesn’t have to be frustrating. Quite the contrary-- it can be freeing. I'm here to help you gain the confidence to take control of your money so you can chase your dreams.
That's why it is so important that you get the support you need, kinda like a wide-strapped, old school, under-wire bra but not as uncomfortable. (Oh my, did I just compare myself to a bra? Admittedly, I have been known to pop out and poke a client when the moment seems right.)
Spend confidently on the people, experiences, and things that bring you joy
Understand why you act the way you do with your money (and what to do about it)
Create a plan to manage spending, reduce debt and increase savings
So, are you ready to get financial clarity?
From the Clarity Session, you will get a detailed strategy which can include:
a clear way forward that outlines the steps needed to feel confident about your spending, saving with a purpose, debt payoffs, and goals
a structured cashflow plan that’s as rigid or flexible as you need it to be (some call it a budget, but that sounds so restrictive and dull; I will turn your idea of budgeting on its head)
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 too (remember future you wants joy, too )
a debt reduction plan, if that’s your goal... and you'll discover which payoff strategy is best for you
identifying the sticky areas of your relationship with money
And you'll get the support and accountability you need to make meaningful progress.
Many people wonder if it makes sense to pay someone money to help with money, especially if they have debt. What my clients have learned is that financial coaching has helped them have more money available because they are being more intentional with their spending. They are often stuck in patterns that are difficult to break, but by doing so they make space for greater income and more purposeful saving. The lasting impact of coaching will far outweigh the expense.
All coaching services are on a monthly plan, and there's never any long-term financial commitment, contractual obligation, or up-front fees.
What is Financial Coaching?
By participating in a coaching program, you'll be empowered to confidently take control of your finances as I support your continual learning and growth and serve as an accountability partner throughout the process. *
*WARNING: Joy may occur
As a Financial Coach, my job is to help you create a workable plan to take control of your money, get confident in financial areas where you don't feel strong, and align your money with your priorities.
In our 100% judgment-free sessions, I'll work with you to move barriers out of the way so you can step forward and grab your dream.
Sure, maybe love and sunshine are free I guess. But really, one way or another, pretty much everything else comes down to money. (And let's be honest, enjoying love and sunshine is helped along by a little cha-ching.) I’m here to tell you that personal finance doesn’t have to be frustrating. Quite the contrary-- it can be freedom. It’s your tool, your means to an end. And my job is to help you figure out what you want and how your money will help you get there.
Facing your financial realities... gaining a full financial picture and an awareness of mental blocks about money
Handling life's emergencies... having a healthy emergency fund with a plan in place before you need it, organizing your important documents, and planning for surprise diversions
Spending on better things... identifying your short and long term goals, making a plan to get out of debt, and getting your cash flow under control
Financial coaching is a one-on-one client and coach relationship that focuses on improving long-term financial behavior.
As a financial coach I collaborate with and guide my clients to reach their financial goals. The process is personalized and non-judgmental. I provide support, encouragement, accountability, and tools to help my clients make informed decisions.
After coaching, my clients demonstrate:
Increased goal attainment
Better money management skills
Improved savings, debt levels, and credit scores
More financial confidence
Much like a personal trainer may help you understand your relationship with food and exercise, create strategies to prevent your natural desires from derailing your efforts, and encourage you to stick to a plan, I do the same for your finances.
You're wondering what's next. Maybe you've realized that life is too short to keep going in the direction you're headed but don't know how to make a change. And even if you could follow a dream, can you even afford to?
Imagine feeling organized, clear and confident and not stressed about money... what if you could just enjoy it?
My clients tend to have big plans for their lives, but confidence and clarity around their money hold them back. They want to feel empowered and just need a little guidance getting there.
Personal finance doesn’t have to be frustrating. Quite the contrary--it can be freeing. I'm here to help you gain the strength to take control of your money so you can do whatever you want.