Your Path to Financial Wellness
FAQs
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What Is My Approach?
My financial coaching services are personalized to help you achieve your money goals in alignment with your personal values. I believe that our finances should follow our values and not the other way around. I focus on your individual experience with money and how it impacts your behavior, and I guide you to financial confidence.
Who Do I Help?
I help individuals as well as couples growing wealth and developing a healthy relationship with finances.
How Does It Work?
My services follow an empowering framework that is personalized to your specific needs.
Value Alignment And Goal Setting
We'll work together to uncover and elucidate your values as an individual and as a couple. Whether you value freedom, safety, family, independence, luxury, or experiences, getting clear on your values is the first key step to developing a financial plan that honors those.
Understanding Your Challenges
We will discuss challenges, concerns, and conflicts around managing your finances. Investigating your experiences with money, how they impact your behavior, and what you can do to turn handling your finances into something enjoyable and rewarding.
Evaluating Your Finances
Together we'll see how you're currently using your money to see where the gaps are between your values and your behaviors. This is personalized to your specific situation and will include reviewing your current sources of income, spending, debt, and investments.
Growing Your Wealth
Once we know where you are and where you want to go, we'll craft a plan to make your financial future clear and easy to implement. We will brainstorm personalized plans for spending, savings, debt payoff, and investment strategies that are simple to follow and monitor.
Gaining Competence & Confidence
I will coach you in financial literacy ensuring you are confident in making financial decisions. This can include investment basics, how to run numbers on large purchases, how to automate your finances, how to choose the right bank, and many more.