As your financial coach, our purpose is to guide you toward the best strategy that you can use to manage your money. We build a budget plan and spending tracker and help you learn how to use them to reach your goals. We will review your spending and see what changes to make to better align with your goals. Again, we believe what’s important to you should be in your budget. Working with us will require commitment and sacrifice, but our goal is that you also can enjoy your life. Our goal is to eliminate the stress of finances for you and your family!

One of the fulfilling things about financial coaching is that we are here to help you with your money, not to sell you anything.

We are not tax professionals, so we do not give tax advice beyond recommendations for tax savings strategies.

Please know that your private information remains completely in your control. We will never request your login information for any of your bill or banking service logins. While we may ask you to log in and help you look those over, we ask that you never share any access to private information with me.

All of our appointments are done virtually, so all you need is a device and a camera! You get to sit in the comfort of your own space because we find that helps people feel more at ease. We chat face-to-face, which is important to us as your coach.

It all starts with the consult:

During this call, we can schedule a video chat to discuss whether financial coaching is the right fit for you. We'll talk about your financial goals, your current situation, and your feelings about money. We will also explore the role that financial coaching can play in helping you achieve your goals. Additionally, we will decide if any of the packages we offer align with your needs.