As a financial coach I guide, educate and encourage clients in financial decisions and create individual plans based on your personal values and goals. I can help you with debt elimination, avoiding foreclosure and bankruptcy, dealing with collections, and setting you on the path to building wealth.
20 minute discovery call
Got questions? We have answers. Book a 20 minute discovery call to discuss if financial coaching is right for you and I’d be happy to answer any questions you have. Have just a quick question you don’t know who to ask? Let me see if I can help or point you in the right direction.
complimentary COACHING SESSION
Are you curious what coaching is all about? I offer a 45 minute introductory session that can focus on anything from creating a working budget that supports your values and goals to creating a basic action plan with the intention of building wealth or simply a checkup for your finances.
Deep dive session
This is a 2 1/2 hour intense session where we will cover the ins and outs of your financial life. This is an intensive session that is a great starting point for both DIY’ers who need a little push to get off on the right foot as well as those who aren’t sure if financial coaching is for them. After this session you’ll have a budget and saving strategy that works with the goals you define in our session. Whether you’re looking to pay off debt, get your finances organized, protect your family financially or simply learn how to make a budget work for YOU, we’ll focus on your situation and you’ll walk away with a plan you can implement.
Under my monthly coaching program, I do ask for a minimum of 4 months. This plan includes one 60-90 minute meeting monthly, biweekly 30 minute phone calls and ongoing access through email. It takes an average of 3 months to get a working budget and to create new healthy habits and mindset around money. The fourth month is to ensure you feel confident flying solo with your finances. Clients are always welcome and encouraged to stay on as long as they feel is necessary. After the first few sessions and progress is being made, you can see more clearly and your goals shift. You will become more determined. There’s more to be uncovered and discovered. Your goals will get bigger and I'm here to help you achieve them.
Business & Profitability coaching
I help small business owners and entrepreneurs create a system and structure to handle their business finances and take the stress out of money. We work on everything from creating organization of your finances to your mindset surrounding money to creating profitability for your business from the first month we're working together. The ongoing coaching combined with implementing Profit First into your business is a GAME CHANGER.