The Coaching Process
Financial Coaching is a hands-on, judgement-free, individualized approach to helping you make real progress toward your money goals.
So, what is Financial Coaching?
It's an opportunity for you to...
Learn about yourself and your money habits.
Create a customized game-plan to reach your goals.
Receive accountability and support throughout
your money journey.
Through Financial Coaching,
you'll learn how to...
Budget like a pro.
Pay off debt and live a debt-free life.
Make big purchases confidently, like a home or car.
Plan financially for emergencies.
Optimize your savings and retirement goals.
Learn to DREAM! And put your money to work to
achieve those dreams.
Coaching that fits your needs
No situation has a one-size-fits-all solution. Each coaching package is designed to meet you where you are on your financial journey.
Monthly Coaching Subscription
Includes:
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One 1-hour session each month
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One mid-month check-in
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Ongoing coaching support between sessions
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Lifetime access to all digital tools + resources ($175 value)
Ideal For:
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Clients building a new financial foundation
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Those who thrive with self-paced, independent work
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People who desire flexibility in scheduling and support
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Clients who want accountability and checkpoints
Six-Month Coaching Package
Includes:
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6 sessions for the price of 5 + mid-month check-ins
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Additional "kickstart" goodies + resources + a favorite book
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1-year Premium EveryDollar budget subscription
($80 value) -
Lifetime access to all digital tools + resources ($175 value)
Ideal For:
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Clients building or rebuilding their financial systems
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People in a complex financial season who want more attention and structure
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Those tho thrive with steady guidance and accountability for 6 months
Ask me about current college student rates, too!
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Before exploring the package that fits your situation best, I have all clients book a FREE 30-minute strategy session. This is a chance for me to understand where you are, what brought you to this point, and where you want to go.
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Schedule your FREE strategy session below and let's get started!