Financial Coaching Services
Every client starts with a Financial Breakthrough Session
Before we begin 1:1 financial coaching, we need a clear understanding of where you are today.
Together, we’ll identify what’s creating the most stress, prioritize what matters most, and create a personalized plan for what comes next.
You’ll leave knowing what to focus on first and what needs to happen next. From there, you can decide whether you’d like support putting that plan into action through 1:1 financial coaching or if you’re ready to move forward on your own.
Financial Breakthrough Session
Get clear on where you are and what to do next. This is a one-time, deep-dive session.
Before our scheduled session, I’ll guide you through a simple process to organize your financial information and reflect on what’s causing the most stress. I’ll review everything in advance so we can spend our time together answering your biggest questions, understanding what your money is doing, and identifying the next steps that will make the biggest difference. Afterward, you’ll receive a personalized action plan with clear next steps so you can move forward with greater clarity and confidence.
Personal Finance Coaching
Stop Wondering If You’re Doing It Right.
Through 1:1 financial coaching, you’ll build the habits, systems and confidence to manage your personal finances with ease so you can focus more of your time and energy on the life you’re building and the people you love.
Small Business Financial Coaching
Stop Second-Guessing Every Decision
Because your business and personal finances are deeply connected, my 1:1 small business financial coaching includes both. I’ll help you untangle any confusion, create a personalized system so you know exactly how much you have available to spend in your business, how much you can pay yourself, and what your money needs to do next.