“What is a Financial Coach?” you may ask…

As a Financial Coach, I…

  • Serve as a guide and accountability partner in building a strong financial foundation and improving your financial wellbeing

  • Help you master the basics of personal finance (aka what you’re not taught in school) so you feel equipped and empowered to manage your finances

  • Provide honest, judgment-free support and financial guidance, along with practical, tailored recommendations


Unlike many Financial Advisors that are focused on giving financial advice and selling financial products, financial coaching is primarily client-driven and focuses on ongoing behavior change, habit creation, and goal-setting. (And I won’t be selling you any products!)

How I support clients:

Whether you want to pay off debt, break free from living paycheck to paycheck, or build savings for your future, together we will…

Uncover and examine your financial history and current financial picture

  • Discover how much money is coming in, how much is going out, and where it’s going

  • Dive into the emotional, behavioral, and educational side of money

Identify and clarify your short and long-term goals, both financial and personal

  • Unpack your current money challenges [insert money-centric concern that's keeping you up at night here]

  • Find missing money in your budget to redirect to savings, debt payoff, or aligned spending

Develop a customized, joy-based, values-aligned spending and savings plan that allows you to enjoy the present and plan for the future

  • Identify and help you take the action steps needed to get you where you want to be

  • Help you reset and embrace new money habits

  • Create a simple, personalized (and where possible, automated) and sustainable management system

One-on-One Coaching

I work with clients one-on-one to provide tailored guidance and support that best fits their unique financial situation and goals

Group Coaching

For people interested in working on managing their personal finances in a group setting and providing each other accountability

Workshops

For groups interested in a custom workshop on a particular personal finance topic