Your Smart Money Friend
Let’s figure it out together.
How We help
Where to Start
Wherever you are with your personal finances, I will meet you there. No worries. Below are common places to start with a financial coach.
Overview/Assessment
Most people don’t have anyone to talk to about their money. Come in and talk! We’ll figure out your best next steps to take toward tight, clean money management, setting goals, and getting it all to happy–at your own pace.
Get Organized
It’s okay if it’s a mess! But…let’s get it cleaned up. Let’s talk budgets, debt, tracking, organizing accounts. We can get it on paper together, bit by bit, or look at your own tidy spreadsheets and take it up a level from there.
Tackle Life Transitions
Divorce? Buying a house? Changing jobs? College costs? All four? Our lives change, and our money must change, too. If you’re upside down, let’s recalibrate and get you moving in the direction of your bright new future.
introductory offer
Free 3 Sessions
Try 3 financial coaching sessions with no risk and no cost. Talk through your issues, get expert advise, tidy up your systems, and/or make a plan for your goals.
I am seeking 2-3 Early Bird clients to test-drive my systems and sessions in exchange for giving me fine-tuning feedback. Send me a message to see if we can help each other get started.
Have Questions?
Frequently Asked
Questions
Is a financial coach different from a financial advisor or planner?
Yes, it is different. Financials advisors give investment advice, planners help create financial life roadmaps. Coaches focus on day-to-day money management and aligning your money with your life goals and happiness.
What will we do in the sessions?
Everyone is different, but we will focus on where you are tangled in this moment and get it straightened out. We can create or review spending, streamline accounts, make a debt plan, bring upcoming goals into focus, and more.
I don’t track anything, can we still work together?
Yes! There is no need to track every dime. If you are spending more than you make, however, we’ll need to look at it more closely. You can do it, or we can do it together and slowly get it all organized.
Who is your typical client?
I work with anyone wanting to make their money go as far as it can; not everyone is wealthy, but everyone can live a stable, abundant, joyful life with intention.
How often do we meet?
We start meeting every two weeks to allow time for both “homework” and progress. After that, we schedule what is needed for accountability, check-ins, or periodic review.
Will it be worth it?
People find financial coaching a huge stress relief as most people have no one to talk to about their money. They also make better decisions and in the end come out financially ahead.