Financial Coaching for Individuals & Families
How you handle your money is more important than how much money you make. Your journey starts here.
KEY BENEFITS of FINANCIAL COACHING
Align your finances to match your personal values and goals
Learn how to unburden yourself from the emotional weight of your finances
Gain clarity on how to simply and effectively manage your money - no more overwhelming confusion!
Learn how to make financial decisions with confidence
Overcome challenges and improve your spending habits
Understand how to make your money work for you
Develop a savings strategy to achieve your goals
Transform your relationship with money into a positive and fulfilling one
Enjoy your unique financial journey!
Financial Coaching to Transform Your Current State
60 mins | $125
Transform your relationship with your finances in a safe, judgement-free space. Together, we'll work through any issues or topics you want help tackling. Want to learn how to take control of your finances but not sure where to start? Need help with a specific topic like budgeting, improving your credit score, or prioritizing debt payments? Planning for your family or consolidating your finances for the first time? I will help you start your journey to overcoming your personal financial challenges, without breaking your budget.
Financial Coaching to Map Out Your Future Vision
60 mins | $125
Expand your vision of your financial future. We'll map out your financial goals, make new ones, and work together to achieve them. Want to strengthen your retirement plan? Want to make sure you can buy a house in 5 years? Need accountability? I will work with you to ensure your finances are aligned with your values and you are successfully making progress towards your goals.
My Simple System for Coaching Sessions
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Review Your Financial Background
Document your current financial state and the steps you took to get here. Identify your strengths and opportunities for growth in a positive, encouraging environment.
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Define Your Needs, Goals, & Outcomes
Prioritize your current and future financial needs. Map out short term and long-term goals. Expand your vision of what is possible for you.
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Develop Your Action Plan
Identify tools and behaviors that will help you get to where you want to go. Make your finances follow your dreams, too.
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Create Your Toolkit
Get armed with the knowledge and skills to empower you to be in full control of your money and make progress towards your goals.
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Receive Support & Accountability
Get the motivation and accountability you need. I'll answer your questions and help you solve new challenges as they arise on your journey. No one should have to navigate this journey alone. I am already rooting for your personal success.
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Celebrate Together!
Every milestone deserves a celebration. Enjoy your journey - you'll be amazed at how far you go.
