Personal Financial Coaching
A safe place to talk about money and dreams without pressure or judgment.
Money is deeply personal. The thought of managing money often comes with feelings stress, fear, uncertainty, and even guilt. This is where we air out that negativity and move into a new way of looking at your situation.
“An investment in knowledge pays the best interest.” — Benjamin Franklin
My Approach To Coaching
My coaching is rooted in compassion, clarity, and trust. My role is not to tell you what you should have done. It’s to help you understand where you are, where you want to go, and how to get there in a way that fits your real life. Some clients want a single, focused reset. Others want ongoing guidance and accountability. Many fall somewhere in between. I’ll meet you exactly where you are and support you as little or as much as you want.
Analytical ≠ Judgmental
I’m analytical by nature, a lover of patterns, numbers, and clear systems. It does not mean criticism, shame, or rigid rules. I use analysis as a tool, not a weapon. Together, we look at the facts so you can make confident, informed decisions.
Certified ≠ Cookie-cutter
I am a Ramsey Solutions–certified financial coach, which gives me a strong, proven foundation. Additionally, I deeply believe that one size does not fit all. Your income, obligations, values, health, family, and history matter. We will adapt principles to serve you, not force you into a mold that doesn’t fit.
100% Confidential, Always
Your financial story stays with me. Period. This is a judgment-free, confidential space where you can be honest, even about the things you’ve never said out loud. Trust is non-negotiable, and confidentiality is guaranteed.
My Coaching Services
90-Minute Money Makeover Session
Best for: Immediate clarity, a financial reset, or a specific problem you need help solving. In this deep-dive session, we:
Review your current financial snapshot
Identify key pressure points and opportunities
Discuss financial your goals
Create clear, practical next steps
You'll leave with:
A clearer understanding of your money
Prioritized action steps
Relief from the “I don’t even know where to start” feeling
MY SERVICES FEATURES
Personalized Plans
Tailored wellness strategies just for you.
Expert Guidance
Professional advice to achieve your goals.
Holistic Approach
Comprehensive care for mind and body.
Sustainable Habits
Build lasting, healthy lifestyle changes.
Flexible Scheduling
Wellness sessions that fit your life.
Supportive Community
Connect with others on your journey.
4-Week Confidence Builder Series
Best for: Building momentum, confidence, and consistency.
This short-term coaching experience is designed to help you move from uncertainty to confidence. Once a week, for four weeks we focus on:
Understanding your numbers
Creating simple, sustainable systems
Replacing fear or uncertainty with clarity
Strengthening decision-making skills
You'll gain:
Confidence handling your money
Tools you can keep using
A sense of control and forward movement
6-Month Money Mastery Program
Best for: Long-term transformation, habit change, and ongoing support. This is my most comprehensive coaching experience. We take the time to not just fix things, but to truly change how you relate to money. Once a month for six months, we will:
Build a personalized financial roadmap
Address habits, behaviors, and beliefs
Adjust plans as life changes
Create systems that support your goals
This program is ideal if you want:
Ongoing accountability
A trusted guide every step of the way
Deep, lasting financial confidence
Financial Coaching FAQs
What does a financial coaching session actually look like?
Each session is conversational and collaborative. We talk through your questions, concerns, and goals, then work together to make sense of your numbers and options. There’s no lecturing or pressure, just thoughtful discussion, practical tools, and clear takeaways you can use right away.
Do I need to have everything organized before we meet?
Not at all. Many clients come in feeling disorganized or unsure what matters most. Part of the coaching process is helping you figure out what’s important and what can wait. You don’t need to be “ready." You just need to show up.
Is financial coaching only for people who are struggling?
No. Coaching is just as valuable if you are financial stable but want to be better at managing your money, or if you have a need that requires clarity, intentionality, and confidence making a decision. Whether you’re navigating a transition, planning ahead, or fine-tuning what you already have, coaching can help.
Will you tell me exactly what to do with my money?
I’ll offer guidance, options, and perspective, but decisions are always yours, and yours alone. Coaching is not about telling you what to do, it's about helping you think clearly and confidently. My goal is for you to feel confident long after our work together ends.
What if my financial situation is complicated or unusual?
That’s more common than you might think. Life isn’t tidy, and finances rarely are. Coaching is especially helpful in complex or emotionally charged situations because it creates space to slow down, look at the full picture, and make decisions without panic or overwhelm.
How do I know which coaching option is right for me?
You don’t have to figure that out on your own. During a free consultation, we’ll talk through what you’re hoping for and what kind of support would be most helpful. From there, you can choose the option that feels right, without pressure or obligation.
