Financial Coaching for Women

You don’t have to navigate your financial struggles alone

You followed the path that we were all told to follow. You got good grades, went to college, and now you are finally in a job that pays pretty well. Great! You are thriving, right?

Then why does looking at your checking account balance make you sweat? Why does it feel like you are drowning in personal debt and student loans? Maybe you managed to pay off your credit card debt, only to have it creep right back to where it was just a few months later.

You are smart and capable in other aspects of life, but money just feels like a constant struggle. Attempting to save rarely works, and saving for retirement feels almost impossible.

Gain the skills to improve your financial life

Effectively managing your money is just like any other skill. It can be learned, but it takes effort and guidance. Because money is such a taboo topic, we are often left to figure it out on our own.  Perhaps you watched your parents with their own money struggles. Or maybe they handled their money well but never talked openly about it with you, so you didn’t learn how to actually do what they did.

It can be overwhelming trying to make good financial decisions, especially if you don’t have anyone that you feel comfortable having an open and transparent conversation about your money. 

It’s hard to know what financial advice to listen to. Contributing to a 401k sounds like a smart move, but does it make sense to do that when you are struggling to pay off a credit card? A well-intentioned colleague, parent, or even a partner may offer suggestions of what you should do, but if they don’t understand your full financial picture (the reality of your account balances, debt levels, or financial anxiety), it may be anything but helpful. 

Hi, I’m Sarah, a financial coach for women who were not taught how to effectively manage their money.

Sarah Roller, a financial coach for women

This is where I come in.

As a financial coach, I help women learn to use their money in ways that best serve them, taking into consideration their current situation, their lifestyle, and their aspirations for the future.  If you don’t feel comfortable talking about money with anyone in your actual life, let me be your non-judgemental financial confidant and mentor.  

Working together, we focus on:

Understanding your financial picture

Identifying where is your money going

Recognizing what is working well, and what isn’t

Filling in any gaps in your financial awareness

Practicing Values-Based Spending

Learning to spend mindfully

Identifying which expenses add the most value to your life

Recognizing which people or situations prompt you to overspend

Mapping out a plan

Clarifying your long and short-term goals

Developing and implementing action steps 

Building in safety nets

Planning for the unexpected

By working together in a 1:1 setting, we are able to focus on the areas that are most important and most impactful for you, no matter where you are in your financial journey.

Ready to feel more confident and organized about your finances? 

This is for you.

Financial Foundation

6-Month Program

Get the support you need to create an effective plan to achieve your goals and get your finances on track.

This program will help you:

  • Understand where your money is going. How much is coming in and going out? Which expenses are adding the most value to your quality of life? Once you understand where your money is going, you can make more informed decisions on how you want to use it.

  • Create clear goals. It’s hard to actually save more money if you aren’t clear on WHY you are doing it. Wanting to pay off debt is great, but it’s even more motivating to focus on what you will be able to add into your life once you’ve got your debt under control. 

  • Identify your spending habits. What triggers you to overspend? Are there areas you mindlessly spend? Amazon? Food delivery? Or do you use retail therapy to cope with work stress?  Once you recognize your spending patterns, it becomes easier to implement beneficial changes.

  • Spend in alignment with your values. When you identify what you value most, it’s easier to ensure that you are spending your money accordingly. Don’t look for external validation of how you should be spending your money. 

  • Explore your money mindset. The way you think about money effects how you interact with it. Your experiences and financial exposure as a child and young adult have shaped your perspectives.  By understanding your unique money influences you can better understand why you’ve made many of the choices you have, and then can decide if those perspectives work for you, or if you want to work on changing them. 

  • Develop a plan. Reaching your goals is easier with a clear road map of what steps you need to take. Feel confident that you are prioritizing your time and efforts in the right place. Understand when it’s time to shift focus to a new priority.

  • Establish new habits. Learn effective strategies to change how you interact with money. Implement new patterns that you can maintain long-term. Make it easy for yourself to consistently make money-savvy decisions by automating your savings.

    Investment: 

     $325/month 

The Financial Foundation Program consists of:

  •  8 one-on-one Zoom sessions where you get personalized coaching and support.

  • Access to email support between sessions, so you don’t have to wait for answers on your most pressing or time-sensitive questions.

  • Worksheets and reflection prompts to be completed between sessions to accelerate your progress and delve deeper into your goals.

Gain the knowledge and skills to build your financial future.

After the 6-month program:

Spend less time worrying about money.

Anticipate the “unexpected” expenses, and have a plan for how to handle them when they pop up.

Have a clear vision of the financial future you are working towards.

Know what steps you need to take now and in the near future. 

Feel confident navigating financial decisions.

Ready to get started? The first step is to book a free call with me.

Have questions about working with me?

Financial Foundation FAQs

  • No. Every client’s results will be different depending on their goals and where they are starting from.The biggest impact on your results is your effort and commitment to implementing changes. 

    For some clients, this will result in notable improvements to their net worth or paying down debt. For others, this may mean a drastically improved relationship with money. 

  • It can seem counterintuitive to pay somebody when money feels so tight. However, if you’ve struggled to make progress on your own, that may be a sign that you need additional support. While the added expense of hiring a coach can feel cost prohibitive, failing to address the issues is likely to cost you much more in the long run. 

    By working with a coach you will be able to gain the knowledge and learn the skills to effectively improve your financial situation much faster. 

  • Most of our work will be done via shared GoogleSheets or GoogleDocs. You will need a Gmail account to access these documents.

  • Between sessions, I typically assign approximately 1 hour’s worth of work. This includes worksheets, reflection prompts and reviewing recent spending. 

    Completing the between-session assignments allows us to make the most progress over the 6 month program. 

  • If you’ve tried budgeting before (or any major lifestyle change) you’ve probably noticed that it can work for a little while, but then things fall apart when life gets stressful. By working together for 6 months, we have time to implement new strategies and see what works well and what needs to be tweaked.  You want a system that doesn’t completely crumble when you have an intense month at work, or when everyone in the house is sick all at the same time.

  • As a coach, I help my clients improve their cash flow, learn to spend more mindfully and in alignment with their values, develop clear goals, and create an action plan of the next steps to take. We explore both the practical and emotional sides of money management.

    A financial advisor focuses on long-term and retirement planning. If you are already able to effectively save money and are looking for advice on how to best grow your wealth, then a financial advisor may be the right step for you. For some clients, it may make sense to work with both a coach (to improve their day-to-day cash flow) AND an advisor (to develop a long-term plan and advise on any specific financial situations, like company stock).

  • Wonderful! The first step is to schedule a free Discovery Call. During this call we will discuss your current situation and what working together would look like. If it is a good fit, and you are interested in moving forward, you will then:

    Complete the Client Agreement

    Set up auto-billing in AdvicePay

    Schedule your first session

Feel confident about how you are spending and saving your money, now and for the future.