There is a better way to handle your money. Let’s rework what you’re already doing.
Working with me is unique as it includes Financial Coaching using active listening, empathy and intentionality to understand where you’re coming from. We pinpoint exactly where you’d like to go via accountable goal-setting, plus, layer in Accredited Financial Counseling which provides tested knowledge of financial literacy and strategic, actionable, next-steps.
Clarity Call for Individuals
A 90-minute phone call with shared-screen, where we dig into the details of your current financial situation–no judgement, shame or blame.
The goal of this call is to provide you with two things: CLARITY and a customized and sustainable PLAN.
You have dug up the financial specifics requested, provided them prior to the call, and they will be laid out for you in a clear and organized format.
Together we will wade through the details, with an understanding of where you would like to be, and we will co-design the pathway to get you there.
You will walk away from this call with a deeper understanding of how you got to where you are, an innate knowing and growing confidence that everything will be ok, and a Customized & Sustainable Spending Plan, as well as an Action Plan identifying your very best next-steps!
$195
Clarity Call for Solopreneurs
A 90-minute phone call with shared-screen, where the goal is to get crystal clear on where your money is going, and align your systems with where you would like it go, in order to be most efficient to your business goals.
You will have a clear understanding of your financial cash flow, both personal and business. You will know what your monthly targeted income amount is, and how to balance out variable incomes. You will know when and how much to pay yourself, and have a system in place to do that automatically and consistently. That payment to yourself will cover your own personal needs, wants, and goals, after accounting for your business expenses, including taxes.
You will have an understanding of your tax obligations at City/State and Federal levels. You will feel more secure because you will be setting money aside for long-term financial goals including taxes, retirement, and savings..as well as the fun stuff!
You will feel at ease having most of your personal and business finances automated and can focus on your favorite parts of running your business!
You will have a new go-to accredited financial partner in your corner, someone you can trust in order to learn more about how to handle your money!
You will walk away from this call reinvigorated and ready to run your business with renewed clarity and efficiency! You will receive a Customized & Sustainable Spending Plan as well as an Action Plan identifying your best next-steps!
$225
Focus+ Call for Everyone
A 45-minute phone call, for all clients, in order to dip your toe into the world of Financial Coaching.
Perhaps you are not in need of a comprehensive Spending Plan. What’s important to you is to talk through a specific financial matter. Perhaps that’s feeling stressed about reigning in spending, feeling behind on savings, or even unprepared for tax season. You will further gain an understanding of your options, and how to approach the issue that is relevant and causing you stress (!!) right now.
Or, perhaps it’s emotional support you’re looking for. An empathetic ear, thoughtful reflection and some validating feedback would go a long way towards transforming your relationship to money.
Here, we will direct our focus on your most pressing issue. You will be provided with much needed relief, and you will walk away with an Action Plan identifying your next steps!
$95
Continued Coaching For Everyone
A 45-minute phone call 4-Session Package as follow-up, support, and accountability as you continue down your new pathway towards your new goals! We will focus on your Money Mission, and identify your guideposts along the way, including your WHY and your Values. We will identify any perceived obstacles, limiting beliefs, and/or behaviors that do not align. You will walk away with renewed motivation, the confidence to keep moving towards your money goals and a clear Action Plan to follow!
4-Pack $75 each
FAQ’S
- What makes a financial coach different from a financial advisor–and how do I know if I need either?
Here’s the empowering reality: these aren’t competing services—they’re complementary! A financial coach can help you build a strong foundation of healthy money habits, while getting to the heart of WHY you do what you do with your money. A financial advisor can help you strategically grow, actively manage and protect your wealth over long periods of time.
Think of it this way: a coach helps you become a person who makes financial decisions in alignment with their values and goals, while an advisor helps you make those decisions count even more for the long-term forecast.
You could very well need both! Your financial journey is unique, and having the right support at the right time can make all the difference.
- I’m already so financially strapped, how can I justify paying for financial coaching right now?
The question isn’t whether you can afford coaching—it’s whether you can afford to stay stuck in the same patterns that got you here. Financial coaching will help you to identify the specific obstacles in the way of obtaining your goals, and we’ll come up with a Plan unique just to you.
Both Individuals and Solopreneurs can gain back time, money and confidence once they start investing in themselves. Whether that looks like avoiding your next major financial mistake, gaining clarity on where your money is actually going, or building a small emergency fund that prevents costly borrowing and incurring more debt, coaching often quickly pays for itself. Plus, let’s not downplay the importance of having that accountability partner!
- What is the time commitment and prep-work required to work with you?
Let’s not waste time! Any required “homework” for initial onboarding is done entirely on your time-table. At our free brief thirty minute consultation, you may decide to either dip your toe into some financial coaching or go full Clarity Call mode (!!!). You will receive the prep-work to peruse and can decide how much time you think you may need to take this on.
Some coaches may ask you to fill out 24 pages of onboarding documents. You will be expected to fill out 2 short pages of basic information so that I can understand who you are and how you are feeling about your finances in this moment.
Should you chose to opt for the Clarity Call, you will track your spending for the last 30 days and record your assets (what you own) and liabilities (what you owe). A Solopreneur will have additional optional pages on which to record business expenses.
Unlocking Abundance 