New Habits, New Future

Change your habits, Shift your financial future.

Sticking to systems and strategies that don’t work can leave you feeling:

  • Stuck in your current financial situation; like you don't have breathing room to take time for yourself, enjoy life, or find a way into a new reality.

  • Unsatisfied; like there’s never enough money, or that you’ll never feel financially safe.

  • Confused about where your money’s going - and why there’s so little left over (if any) at the end of the month.

  • Struggling to stay afloat...let alone get ahead.

  • Trapped on the “hamster wheel" of salaries that never seem to satisfy the lifestyle you want; where you are working hard, yet feeling unfulfilled by what you have to show for it.

  • Deprived from having the things and experiences that matter to you, while watching yourself spend on others (or on things that you don’t actually want).

  • Overwhelmed with how much is on your plate, and that you can’t imagine making space for a heavy-duty habit change.

  • Concerned about the goals you have for the future...and worried about how to make it all financially possible.

Now - here’s the lifeline: 

Lasting, sustainable, and meaningful change in your money management and reaching your long term goals IS possible.

And it can happen with simple, effective, and manageable changes. I’m here to listen and support you, as you navigate the emotions around personal finance.

Get peace of mind while spending and saving mindfully with:

 

1:1 Personal Finance Coaching

Whether getting coached as an individual or a couple, get the guidance, accountability and support to adopting proven habits used by the best in the industry, and make financial decisions that *actually* work - for you.

In 1:1 Personal Finance Coaching, we’ll work together to uncover your values and goals. Then, you’ll be supported with tangible tools, habit-shifting practices, and money management processes that set you up with new skills and patterns to transform what you do with your money - and why you do it.

1:1 Personal Financial Coaching is all about simplifying your money systems.

I support you in finding your confidence and empowerment in how you handle your money in the present, and for the future.

  • What's included in the package:

    —Learning more about you and your challenges, followed by a thorough review of your income and expenses

    —Then we will begin to set some short and long term goals to help drive the decisions you make and steps you take Personalized budget plan

    —Remainder of the time is spent diving into your biggest challenges, allocating more time as needed to each or tying them together with proactive action steps to overcome them.

    —Session Length: 2-2.5hrs

    —30 days of phone/text/email support post-session

    You will leave our session with a personalized and actionable financial strategy

    Investment: $400

  • Month 1: 3x 60 minute calls to clarify your goals, articulate your values, and clarify our strategy

    Month 2 + 3: Two hours of coaching time (4x 30 minute calls OR 2x 60 minutes) to check in, create accountability, adjust our plan as you put it in process, and celebrate your (many) wins along the way

    Plus:

    —Unlimited email access (for questions that arise between our calls)

    —Supportive practices, worksheets and prompts to deepen your understanding of the principles we discuss

    Your investment: $400/month USD

    *minimum 3 month initial commitment*

Get started with a Introductory 30-Minute Financial Health Check.

The Result?

A deep breath, and a sigh of relief as you start to see what you only dreamed of becoming a reality.

Where you can juggle everything important in life today—like work, kids, community, partnership, your health and wellness, family, travel—and start to have:

 

Dream it.

 

  • More time to spend with the people that matter to you

 

Build it.

 

  • More freedom, ease, and flow

 

Grow it.

 

  • An elevated sense of security as you watch your skillset with money grow

  • The confidence in your ability to follow through on a plan that truly supports all the things you want for your present and your future

Let’s Get Started.

 

The Financial Health Check is a chance for you to see how my numbers- and strategy-loving brain works, get a fresh perspective on your money management style, give you at least one actionable strategy to implement ASAP, and gives us a chance to see if we’re a fit for some more extensive coaching.

Reach out to book your Health Check call and see how quickly personalized money mentorship can get you on the path to your refreshed relationship with your finances.

Let my experience, education and insight help you organize your finances.