Coaching Services

Q&A Call (20 Minutes)

Curious about financial coaching and whether it’s the right fit for you? This free, no-pressure 20-minute consultation is a chance for us to connect and talk about your unique financial situation. We’ll discuss any challenges you’re facing, explore your financial goals, and give you a sense of what working together could look like.

Whether you’re feeling overwhelmed, uncertain about your next steps, or just looking for a fresh perspective, this session is designed to help you gain clarity and learn how coaching can support your journey. You’ll leave with a better understanding of what to expect—and whether coaching is the right step for you right now.

Price: Free

Discovery Session (2 hours)

The Discovery Session is our first deep dive into your financial world. The session includes an in-depth questionnaire and a finance worksheet to provide a complete picture of your money. Over the course of two hours, we’ll take a holistic look at your current financial situation—your income, expenses, debt, savings, and more—to help you see the full picture with clarity. But we’ll go beyond the numbers. We’ll explore your relationship with money, uncover the beliefs and habits that influence your financial decisions, and identify what’s working and what needs attention.

Together, we’ll begin to define your goals—whether that’s paying off debt, building savings, reducing financial stress, or simply feeling more in control. By the end of the session, you’ll walk away with key insights, clear priorities, and a personalized roadmap to help you move forward with purpose and confidence.

This session lays the foundation for transformation—whether you continue with ongoing coaching or take the next steps on your own.

Price: $350

Ongoing Coaching Program (3 or 6 Months)

The ongoing coaching program is designed to help you transform your relationship with money and put your personalized plan from the Discovery Session into action. Through regular one-on-one coaching (two meetings a month), you’ll gain the tools, confidence, and accountability needed to:

• Build healthy financial habits that support your goals
• Stay on track with budgeting, saving, and debt reduction
• Overcome challenges and adjust your plan as life changes
• Develop a long-term mindset for financial success

With ongoing guidance and support, you’ll make meaningful progress toward financial clarity, stability, and confidence.

What’s included:

• Two personalized coaching sessions per month (6 or 12 total, depending on your program length)
• Ongoing support between sessions via email for questions, encouragement, and accountability
• A customized budget and spending plan system to help you stay on track and simplify money management
• Guidance to align your finances with your values and goals, so your money works for what matters most
• For couples: tools to build financial unity, communicate effectively about money, and manage finances as a team

Price: Contact me for details