How will
we serve you?

Empathy, education and action are the three key ingredients to improve your finances. Let's dig into our packages below.
Let's See

The Foundation Session

The first step in our coaching process is a two-hour session focused on you, your goals, and making a plan for how to get there. For many people, this is all they'll need. Priced at $350.

Analysis

We will carefully analyze your current income, assets, liabilities, and spending.

Goals

You have dreams, let's turn those into actionable goals we can take steps towards.

Planning

You will leave with a step-by-step plan tailored to your exact financial situation.

Having a plan relieves the stress around money. There's peace in knowing you are in control of your finances.

Multi-Month Coaching

Seeking additional skill development, accountability and feedback to reach your goals? We've got your back!

No payment is due up-front, just pay as you go.
Follow-up sessions are billed at $170/session.

3-Month Plan


Upon completing your foundation session, we'll meet three more times to avoid procrastination, boost motivation, and ensure commitment to achieving your financial goals.

6-Month Plan

Motivated to make massive changes, achieve large savings goals, or need additional skill development, accountability and feedback to reach your goals? Working independently can be a challenge, over five sessions, I'll be with you every step of the way to make sure we overcome.

Custom Packages

Over the past 20+ years, I've helped people work through all sorts of challenges from bookkeeping & accounting to taxes and beyond. Let's create a coaching plan that's right for you.

Private & Protected

Always Confidential
We consider client confidentiality one of our greatest responsibilities and we will never share any personal information related to a client without permission.
Always Fiduciary
At all times when providing financial coaching to a client, we promise to act as a fiduciary, and therefore, act in the best interests of the Client.
Flat Fee Structure
We are compensated based on a flat fee structure. We do not sell any financial products such as insurance or investment products and we do not receive commissions or other sources of compensation.
Let's talk!
The Backstory

I've made every mistake, so you don't have to.

When I lost everything financially in my 30s, it motivated me to start my 20+ year career in finance. Later, I became a financial coach because I saw so many people suffering from the stress, anxiety and guilt that surrounds a lack of understanding of money. The same feelings I felt when I went bankrupt. Whether you have income and goals big or small, are under lots of stress, or just excited about the future, we will work together to reach your goals!