~ PERSONAL FINANCE COACHING ~
Take Control of Your Money
Personalized coaching to simplify your finances and give you clarity and confidence.
Why Personal Finance Coaching?
Most people struggle to feel in control of their finances—they’re unsure where their money is going, how to manage it effectively, or whether they’re getting the most out of every dollar. That’s where I come in.
I work with thoughtful, motivated individuals who are ready to take the next step in their financial journey. You don’t need to have it all figured out—but if you’re open to new possibilities, committed to learning, and ready to invest in yourself, I’ll help you think bigger and dream richer.
With personalized coaching and practical strategies, we’ll create a financial system that simplifies your decisions, aligns with your values, and sets the foundation for a brighter future. Whether your goal is eliminating debt, building savings, or achieving something you’ve never dared to imagine, I’ll guide you every step of the way. Together, we’ll turn potential into progress, and progress into lasting success.
~ COACHING PACKAGES ~
Build Your Financial Foundation
Invest in your financial health, knowledge, and systems to create lasting success.
Choose Your Level of Support:
Clarity Foundations Package
Results Fast: Make quick progress in just 8 weeks.
The Clarity Foundations Package is a focused, short-term option designed for individuals ready to hit the ground running. In 8 highly targeted sessions, we’ll tackle immediate financial challenges and lay the groundwork for long-term success. This “lite” option is ideal for clients who want quick results with a smaller initial investment or need a foundation of clarity to get started before exploring ongoing support.
What’s Included:
8 sessions over 8 weeks.
Comprehensive financial system setup: budgeting, savings, and cash flow management.
Debt Paydown Planning: Develop a personalized strategy to eliminate debt and free up cash flow.
Personalized tools and templates tailored to your goals.
Practical strategies for immediate implementation.
Email and text support between sessions to keep you on track.
Investment: $1,995 (or 2 monthly payments of $1,095).
Momentum Builder Package
Best Value: Build lasting success with 6 months of coaching.
The Momentum Builder Package is your all-in-one solution for meaningful financial transformation. With 15 sessions over 6 months, this program goes beyond quick wins to help you build sustainable habits, refine your systems, and achieve long-term success. In addition to everything included in the Clarity Foundations Package, you’ll receive a Personal Growth Plan—a fully personalized deliverable designed to ensure your coaching journey is deeply aligned with your unique goals and vision.
What’s Included:
15 sessions over 6 months.
Weekly sessions for the first 4 weeks, transitioning to biweekly sessions.
Debt Paydown Planning: Develop a personalized strategy to eliminate debt and free up cash flow.
Advanced tools and strategies for long-term financial growth.
Email and text support for accountability and adjustments.
BONUS: Personal Growth Plan, which includes…
Vision Alignment: Explore your values and define a clear, guiding vision for your financial goals.
Goal Mapping: Develop actionable short-term and long-term goals that drive your progress.
Quarterly Progress Assessments: Track your success and adjust strategies as needed to stay aligned with your vision.
Partnership-Level Support: I’ll take care of the heavy lifting—designing systems, creating actionable steps, and ensuring you always have what you need to succeed.
Investment: $3,695 (or 6 monthly payments of $695).
~ CONTINUE YOUR JOURNEY ~
Ongoing Coaching
Ongoing coaching is available to clients who have successfully completed either the Clarity Foundations or Momentum Builder Package. This optional continuation is perfect for my most committed clients who want to sustain their progress, tackle new goals, and refine their financial systems as life evolves.
If you’re using the Momentum Builder Package to shake unhealthy financial habits, ongoing coaching provides the structure, support, and accountability needed to solidify your progress and confidently stay on your path to lasting change.
Whether you’re maintaining momentum, working toward fresh milestones, or navigating life’s complexities, I’ll be there to help you stay on track.
Ongoing Coaching Options:
60-minute sessions:
$195/month (1 session).
$295/month (2 sessions).
$395/month (up to 4 sessions).
Discounts: Save with 6 and 12-month prepaid commitment.
~ TARGETED SOLUTIONS ~
Not Ready for a Full Package?
Explore Targeted Solutions
Explore these standalone services to address specific challenges or take the first step on your financial journey. Each focused option provides practical solutions and can serve as a gateway to more comprehensive coaching.
Debt Paydown Planning
Take control of your debt in just two weeks.
This targeted service includes two 60-minute sessions to create a personalized debt paydown strategy. You’ll also receive digital resources and templates to help you implement the plan and make meaningful progress.
Investment: $495
Career Services
Advance your career with tailored coaching.
Refine your professional materials and build the confidence to land your next opportunity. Choose from:
Lite Package: 2 sessions for resume and cover letter refinement.
Full Package: 3 sessions, including interview prep and a mock interview with personalized feedback.
Investment: Starts at $395
Money Coaching for Couples
Strengthen your partnership and align your financial goals.
Whether you need guidance on a specific challenge or want to build financial alignment as a couple, I offer flexible coaching options:
Single Session for Couples: Focused, actionable guidance for a specific challenge.
4-Session Package: A structured yet customizable program to align your goals, improve communication, and create a shared financial vision.
Investment: Starts at $295
Standalone Personal Finance Coaching Session
Get expert guidance on your most pressing financial challenge.
This 60-minute session is perfect for individuals seeking actionable advice without the commitment of a full package. Together, we’ll address your immediate concerns and identify practical next steps.
Investment: $295
~ FREE RESOURCES ~
Tools to Help You Get Started
Before you dive into coaching, take advantage of these free tools to gain clarity and confidence in your finances. They’re designed to help you take the first step toward creating a strong financial foundation.
Self Assessment: Get a clear picture of your spending, saving, and investing habits with this easy-to-use tool.
Net Worth Tracker: Understand where you stand financially by calculating your net worth. This tool makes it simple to track your progress and plan for a stronger financial future.
Resilient Wealth Framework: A step-by-step guide to building lasting financial success, helping you align your money with your goals and values.
~ READY TO GET STARTED? ~
Take the First Step Toward a Richer Life
A Free Clarity Session is the perfect way to explore how coaching can transform your financial life. In this 30-minute session, we’ll discuss your current challenges, your goals, and the best coaching option to help you achieve results you never thought possible.