Take control of your finances and live the life you want to live.

I remember that feeling in my gut. The one that made me lose my appetite anytime the word “budget” came up or the question, “Can we talk about our finances?” was asked. Feeling like you’ll only keep your head above water if someone else is in control works for a while, but eventually it becomes unbearable. Soon the questions start popping up… “What happens if that person leaves?” “What if I know I can do more… be more… what then?”

Let me take it from here. Better yet, let’s go together. I’ll teach you everything I know about staying healthy financially. We’ll make a budget, come up with a plan to slash those debts, and you’ll leave feeling more confident than ever. Invest in yourself… it’s worth it.

What is financial coaching?

As a financial coach, it is my job to understand your current financial situation, uncover your goals and needs, prioritize steps to meet those goals, provide education and accountability, and support you as you work your way toward a healthier financial situation.

I'm interested

How it works

Consultation

We’ll meet over the phone for our initial (free) 30-minute consultation to assess your current situation, lifestyle needs, and goals.

Personal Financial Roadmap

You’ll send me information regarding where you are financially as far as income, savings, budgeting, debts, etc., I’ll provide you with a detailed financial roadmap that you can follow to guide you as you move forward.

Education

My job is to work myself out of a job. I want to prepare you so well with education and key financial strategies that you fire me because you can do it all on your own and no longer need me.

Accountability

You can count on me to be there every step of the way. I’ll help you figure out realistic goals and I’ll check in to see what kind of progress you’re making with them. You’ll feel well supported the whole time.

Ever Wondered About...

Building a Savings Account

What’s a high-yield savings account? How do you start building an emergency savings account? How do I know how much to save?

Budgeting Methods

How do I make a budget? … Do I even want a budget? Won’t it restrict me? I want to live!

Paying Off Your Debts

What are the different debt-payoff methods? Are all debts bad? How do I know what to payoff first?

Taking Advantage of Company Benefits

A 401-what? What’s an HSA and why would I suffer through a higher deductible for it? Does this stuff really matter as much as a high salary?

Credit Cards

What credit cards should I have? Can I close a credit card without it affecting my credit? Does the interest rate mean that’s what I’m paying on every purchase?

Writing Realistic Goals

How do I write goals that I’ll actually stick to? Does this even matter if I’m the only one keeping myself accountable?

What’s the Difference Between a Financial Coach and a Financial Advisor?

Focus is on fundamental habits and behaviors
Works on increasing positive money behaviors and decreasing negative money behaviors
Provides guidance and education on managing finances in areas such as budgeting, debt reduction, saving, etc.