MY COACHING PHILOSOPHY

Money is one of the most taboo topics (even more than sex!) yet everyone has a unique relationship and journey with it. That’s why my coaching is rooted in curiosity and empathy instead of judgment.

I sit at a unique intersection of having experience as a financial coach and loan officer. My specialized skill set will ensure I can guide you toward achieving a wide range of goals while educating you and offering practical advice.

My approach is tailored to meet every client’s specific goals and improve their financial wellness. Whether you're an individual striving for financial stability or a couple building a secure future together, I’m here to guide you.

Consider our sessions your financial safe space to be educated, empowered and enriched. I always ensure my advice aligns with your values and priorities while sharing unbiased opinions and proven strategies.

Whether you're struggling with debt, starting to invest, or purchasing a home, I’ll be by your side every step of the way offering guidance, knowledge, and encouragement. I’m here to help you overcome obstacles and thrive financially.

The results? I’ve prepared clients to purchase their first homes, pay down thousands of credit card debt and increase their assets, all while saving for honeymoons and weddings. Your finances don’t have to be stressful or scary - let’s get your net worth (and confidence) up.

How Does Coaching Work?

  • Intro Call

    We’ll spend time discussing your goals, financial history and why you’re seeking financial coaching. I’ll be asking you about yourself but want you to ask me questions, too! If we’re going to work together, let’s make sure we’re a good fit.

  • Discovery Call

    During this session, I’m going to get all in your financial business! I will be asking about your income, assets and liabilities to see where you’re starting. We’ll also spend some time assessing your money mindset. Bring your whole self, though: this is a judgement free zone.

  • Financial Strategy Session

    During your financial strategy session, we’ll review your customized financial blueprint which will detail how to pay off debt, start saving/investing, and achieve your goals. You’ll get a copy of it after the call so you can review it between our sessions.

  • Monthly Check Ins

    These calls are YOUR TIME. We can spend them reviewing questions, doing homework you didn’t get to complete or fine-tuning your budget. These will also be opportunities to discuss how to pivot when life happens.

  • Quarterly Reviews

    Every 3 months, we’ll take a look at your progress and celebrate you! We’ll review your financial and personal wins, update your net worth and set goals for the next quarter.

  • Ongoing Email and Text Access

    If a question, concern or win comes up between sessions, reach out to me! I’m only an email (or text) message away. Emojis and GIFs are one of my love languages!

Schedule Your Decision Call

YOUR INVESTMENT

  • You’ve been figuring things out on your own, but that doesn’t mean you have to keep going it alone. I’ll help you build a clear, sustainable financial plan so you can confidently manage your money—without second-guessing yourself.

    Financial Plan Only – $1,250

    For individuals who want a personalized roadmap but don’t need ongoing coaching.

    ✅ 60-minute deep-dive session → We’ll analyze your current finances, uncover opportunities, and create a step-by-step plan.
    ✅ Custom Financial Plan, including:

    • Income, savings, debt, and credit analysis

    • Tailored budgeting strategies

    • Debt repayment plans

    • Savings and investment recommendations

    ✅ 30 days of email support → Ask follow-up questions as you put your plan into action.

    Want additional support? Upgrade to ongoing coaching within 30 days, and I’ll apply $250 from this session toward your package.

    Ongoing 1:1 Coaching – $500/month

    For individuals who want continued support, accountability, and expert guidance.

    ✅ Monthly 60-minute coaching sessions → Regular check-ins to refine your strategy and keep you on track.
    ✅ Unlimited text support → Get real-time answers whenever money questions pop up.
    ✅ Customized Financial Roadmap → A dynamic plan that evolves with your financial goals.
    ✅ Quarterly Progress Reviews → Track achievements, troubleshoot challenges, and adjust your approach.

    🔹 Minimum commitment: 3 months

  • Talking about money can be overwhelming, especially if you and your partner have never done it before. That’s where I come in. As an unbiased third party, I’ll help you navigate the tough conversations, align your financial goals, and build a plan that works for both of you—without the stress or judgment.

    Financial Plan Only – $1,750

    For couples who need a clear financial roadmap but don’t require ongoing support.

    ✅ 90-minute comprehensive session → A deep dive into both partners’ financial perspectives and goals.
    ✅ Custom Joint Financial Plan, including:

    • Combined income, savings, debt, and credit assessment

    • Strategies for merging finances

    • Debt elimination plans

    • Savings and investment guidance

    ✅ 30 days of email support → Ask follow-up questions as you implement your plan.

    💡 Want ongoing guidance? Upgrade to couples' coaching within 30 days, and we’ll apply $250 from this session toward your package.

    Ongoing Couples' Coaching: $750/month

    For couples who want continued support as they build a strong financial foundation together.

    ✅ Monthly 90-minute coaching sessions → Extended time to address both partners' concerns.
    ✅ Unlimited text support → Get real-time guidance between sessions.
    ✅ Custom Joint Financial Roadmap → A clear, evolving strategy for your shared goals.
    ✅ Quarterly Progress Reviews → Evaluate your wins, adjust your strategy, and keep moving forward.

    🔹 Minimum commitment: 3 months

  • Navigate the home buying process with expert advice.

    What's Included:

    • Personalized sessions: Understand the steps to homeownership.

    • Loan application assistance: Guidance through the mortgage process.

    • Budgeting for purchase: Ensure you're financially prepared for this significant investment.

    $350/hour