Supporting you through your financial journey

Helping you take control of your personal finances

Without a plan, future milestones, like taking a big trip, planning a wedding, or saving for your children’s education, may feel out of reach. In getting clear on what your priorities are, it’s easier to find the path forward, and more motivating to stay on track.

Personalized Plan

A one-size-fits-all approach rarely works. We create a plan to fit you, where you are at right now.

Accountability

A great plan is useless if you don’t follow through. Frequent check ins help you stay the course, and adjust the plan if needed.

No Judgement

Money is often tied to feelings of shame or embarrassment. This is a safe space to learn and grow. 

How coaching works

Clarify your starting point

We will start by getting a clear picture of where you are at now. It is much harder to plan for the future if you don’t know exactly where you are starting from. Tracking your spending may feel a little tedious at first, but it is the most effective way to understand where your money is actually going.  

A plan you can stick with

From there, you can make more informed decisions about how you actually WANT to be spending your money. In creating a budget, my primary goal is find an approach that you can stick to. A highly restrictive budget may help you save more quickly, but if it makes you miserable you are likely to give up on it after a few weeks. It has to be sustainable.

Going beyond practical money tips

We will meet via Zoom to check in on your progress. In addition to reviewing your recent expenses, we will dive into a number of topics to enhance your understanding of how to make money work for you. 

We will talk about your values, and how they should guide your financial priorities. How you choose to spend money will look very different from everyone else, there isn’t a script to follow, it should be based on what you value most. 

We will explore your emotional relationship to money. We’ve all subconsciously picked up a lot of messages about money, and often they are quite flawed. Understanding the lens that you see money through will allow you evaluate if the “money truths” you’ve picked up are actually true.

Throughout the process we will review basic money concepts, helping you to feel more financially literate.

Confidence in your financial future

At the end of the program, you will feel more in control of your finances. You will see the path forward, and be equipped to handle the bumps in the road that are inevitably going to come up. You will have a greater sense of control over your progress.