One-on-one coaching

Are you ready to take control of your money so you can live the life you deserve?

Struggling with money? You’re not alone.

If you don’t know how to tackle these common issues, financial coaching may be right for you!

  • Credit card debt

  • Underearning

  • Sticking to a budget

  • Building up your savings

  • Shame or confusion about money

How it all works

Assess Your Money Landscape

Identify your money stress points

Identify your money stress points

Fill out two questionnaires that dig deep into your money experiences, mindset, and habits.

Lay out your current financial situation

Lay out your current financial situation

Figure out where all of your money goes by putting your expenses, income, and spending into a comprehensive budget spreadsheet.

Develop a plan to reach your financial goals

Develop a plan to reach your financial goals

Come up with realistic steps to reach your goals, whether it's a debt payment or savings schedule.

Support You with Education and Advice

Provide non-judgmental guidance and support

Provide non-judgmental guidance and support

Feeling tempted to buy something that is out of your budget? Send a text or email and get support to stay on track without shame.

Answer any questions you may have in real time

Answer any questions you may have in real time

Need something explained or researched? Send an email or text and you'll get the information.

Hold you accountable when you need it most

Hold you accountable when you need it most

Regular sessions and check-ins that will ensure that you stay on track for your financial goals.

Leave You With the Tools You Need

Help you build good money habits

Help you build good money habits

Shift or replace current money habits with new habits that make it easier to meet your goals.

Lay out your current financial situation

Develop and implement budgeting and savings systems

Tracking spending will become an easier habit, and you can automate savings and debt repayments. With systems in place, you won't have to think as much about your money.

Develop a plan to reach your financial goals

Prepare you to make your future money decisions with confidence

As you pay down debt and reach other goals, you'll become more confident in your ability to make financial decisions.

Ways we can work together

One Time Session

Perfect for someone just looking to get pointed in the right direction or looking for answers to specific questions.

  • Money Landscape Analysis

  • One 60-minute session (in person or via phone)

  • Personalized recap and action guide after the session

Ongoing Monthly Coaching

For someone looking to make real, positive change to their current financial situation.

  • Money Landscape Analysis

  • Two 60-minute sessions a month

  • Two 20 minute check-ins (if needed)

  • Personalized recap and action guide after each session

  • Unlimited text/email support

Discovery Call

Let's get started