Think of this as a no-pressure conversation where we explore what’s possible for you. We’ll discuss your goals, challenges, and financial situation, and I’ll help you get a clearer picture of where you are today and where you want to go.

Ahead of time, I’ll send you a brief questionnaire to help us make the most of our time together. During the call, I’ll share insights, answer your questions, and determine if coaching is the right fit.

At the end of our session, if it makes sense to move forward, we’ll book your first Kickstart session and get to work. If not? You’ll still walk away with greater clarity and actionable next steps.

This isn’t a one-size-fits-all program—it’s a personalized, high-impact collaboration designed to help you take control of your finances and build a life that reflects what truly matters to you.

We start with the Kickstart Package, an 8-week deep dive to establish a rock-solid foundation. Together, we’ll organize your finances, refine your spending and saving habits, optimize cash flow, and develop a plan that aligns with your vision.

From there, we’ll transition into Ongoing Coaching, where we continue fine-tuning your strategy, problem-solving in real-time, and ensuring your money keeps working hard for you.

It’s not about quick fixes. It’s about creating lasting clarity, confidence, and momentum.

That depends on your needs! Some clients work with me for a few months to create systems they can manage on their own. Others stay for years because they see the value of having a trusted partner to guide their decisions, hold them accountable, and help them navigate life’s financial twists and turns.

• Personal finance clients pay monthly with no long-term contracts, so you’re in control of your coaching experience. You can also adjust session frequency as your needs evolve.

• Business coaching is designed as an ongoing partnership, ensuring you have expert financial strategy and support for the long haul—like a remote CFO who’s invested in your success.

Whatever your goals, we’ll build a coaching plan that fits your vision and your budget.

Yes! Your business and personal finances are deeply connected—what happens in one directly impacts the other.

Here’s how it works:

1. We start with the Business Kickstart Package to build strong financial systems for your business.

2. Once your business transitions into Ongoing Coaching, you can begin an accelerated version of the Personal Finance Kickstart Package at a reduced rate.

→ Advisor Plan Add-On: +$195/mo for 1 personal session | +$295/mo for 2 sessions

→ Premium Partnership: Includes Personal Finance Ongoing Coaching at no additional charge.

If you’re a business owner, I highly recommend including personal coaching so your entire financial picture supports your long-term success.

This is very common, and I have an approach that works. You don’t need both partners involved to start making progress.

Money is emotional, and sometimes reluctance is just a defense mechanism—whether it’s guilt, overwhelm, or simply not knowing where to begin. My job is to create a space where both of you feel heard and supported.

My advice? Start with coaching on your own. Many clients do, and over time, their partner sees the positive impact—less stress, better communication, and greater confidence in financial decisions. More often than not, that’s what gets them to join in.

And when they do? I’ll meet them where they are and make the process approachable and productive for both of you.

Let’s be real—financial stress is exhausting. Many people think, “I need help, but the responsible thing is to wait.”

Here’s what I want you to know: The responsible thing is making a decision that moves you forward.

Coaching isn’t just an expense—it’s an investment that pays off. My clients save more, pay off debt faster, and make better financial decisions. Sometimes, that means finding cash flow you didn’t realize you had. Other times, it means finally putting money toward what actually matters to you.

Still not sure? Let’s talk. If cash flow is tight, we’ll discuss what makes the most sense—whether that’s adjusting session frequency, building a phased approach, or even strategically using a credit card to invest in coaching while we eliminate high-interest debt and set you up for long-term stability.

YNAB is a powerful budgeting system that helps people take control of their money by giving every dollar a job.

As a YNAB Certified Coach, I specialize in using this system to help clients:

• Ditch the paycheck-to-paycheck cycle

• Build sustainable, stress-free cash flow

• Align their money with their goals

YNAB is the best tool I’ve found for long-term financial clarity. If you’re new to it, no worries—I’ll walk you through it step by step.

Nope! A bookkeeper tracks your transactions. I help you optimize them.

Think of me as your CFO and strategic partner. I don’t handle tax prep, but I do help you make proactive, informed financial decisions that impact your bottom line.

Absolutely! The Kickstart Package is designed to set you up for success, whether you choose to continue the coaching relationship or not.

But here’s the thing—most clients realize that ongoing coaching makes a huge difference. It’s one thing to build a plan; it’s another to keep adjusting, optimizing, and refining it as life changes.

There’s no long-term contract. You can continue as long as you find value in coaching, and I’ll always work with you to find a cadence that fits your needs and budget.