our services

Personal Financial Coaching

For Individuals and Couples

Financial coaching is a great way to take your financial knowledge to a new level. As a certified accountant and coach, I work with you to understand your full financial picture and identify opportunities for improvement. We then work together to chart your path forward.

Monthly Coaching Sessions

For a monthly cost of $125, you will get the following:

  • Monthly 60 minute private coaching session with me via Zoom

  • A full assessment of your current financial situation

  • A customized plan forward that helps clarifies how to prioritize your financial goals

  • Bridging the gap for couples that are working together on their finances

  • Monthly action steps to take

  • Unlimited access to email or text me with questions that come up between sessions

  • Weekly follow-ups via email or text for accountability

  • Educational information and resources tailored to the topics you want to learn more about

What you can expect to get out of coaching:

  • Clarity around your financial situation and future goals

  • Detailed instructions on how to achieve your goals

  • Improved financial systems and instruments

  • Bolstered knowledge around financial topics of interest to you

  • Confidence in your financial acuity and decision making

  • Better systems and communication around money for couples

  • Debt pay down and savings plans

  • Assistance in setting up and maintaining a budget

  • A coach who is your resource, cheerleader and accountability partner

FAQS

  • Currently our sessions cost $125/hour. Additionally, there is a one-time onboarding fee of $60. Beyond that, there are never any unexpected fees.

  • While there is no official time commitment, I have learned that a minimum commitment of four months is best for maximum results. That allows us the time to review your current financial situation, make monthly tweaks, and get you stabilized on a path forward. Sometimes that path takes longer and you may choose to continue with me on a monthly basis beyond four months, other times four months may be excessive.

  • No. A financial coach spends a lot more time learning about the details of your financial life and how they connect to your life, values, and behaviors. I can also help you with planning for the future, but I do not make any investment decisions for you or manage any of your investments. My goal is to help you grow wealth to the point where talking to a financial advisor is helpful and I can connect you to other professionals that can assist you in that area.

  • Absolutely! I love working with couples to bridge the gap between financial views, goals, and behaviors.

    There is no additional fee for couples coaching together.

  • No. It is important to me that the information that I provide to you is unbiased. As a result I do not accept any referral fees or affiliate payments and only recommend products that I personally believe would be a good fit for you.

BOOK AN APPOINTMENT