Not sure what's right for you?
All services are offered both in-person and virtually.
New Financial Coaching Clients
Trailhead Session, $275
Get your questions answered & financial plan organized in this comprehensive offering
The Trailhead process begins before we meet, by gathering all the information and questions from you that we'll need to deliver a roadmap to your goals. After a two-hour, in-person strategy session, you'll also receive a follow up email with resources and info you'll need on your path.
Bringing your entire financial picture to the table, we will:
Assess your financial standing
Clarify your priorities for paying off debt and saving towards goals
Suggest ways to streamline your money-flow and bills to create ease in your money relationship
Teach you principles of money management that will lead to greater success and prevent hiccups in the future
Answer as many questions related to your financial life that we have time for, and send you relevant resources for them after the session
Schedule A Trailhead Session Here:
Financial Foundations Coaching Package
Three & Six month intensives for individuals, couples or small business owners
This process is a thorough revamping of not only your relationship with money, but with how you handle and manage it. You'll bring all your data and, yes, feelings about money to the table so we can rehab your current situation and proactively create behaviors that will lead you to where you want to be in 1, 5 or 10 years from now. Let's re-write your story about money into one where you are engaged, empowered, organized and even excited about what it does for you.
8 sessions spaced over three months, or 14 sessions spaced over six months
Email support between meetings
Interested? Schedule a free consultation to learn more.
This is a great option for those who have already completed a Trailhead Session or Foundations coaching package with me, and want to commit to progress and continued support.
Continues your progress with regular meetings, shared documents, accountability & support
Includes email support between meetings
Requires minimum 3-month commitment
Options from $65-$195/month depending on level of support.
You Need a Budget (YNAB) Specific Coaching
After years of offering single-sessions to help people set up and understand their YNAB budgets, I am no longer structuring my support in this way. My coaching experience has shown me that in order for YNAB to truly serve you, it needs to be set up for success with categories that align with your particular life and values. In my initial Trailhead Session I help you get crystal clear on what your goals are based on your take-home pay, and we set up your budget to maximize success for saving, paying off debt, breaking the paycheck-to-paycheck cycle and mastering your money flow. After this initial work I do help clients break through the learning curve of YNAB and arrive at a place of ease with their money management.
You can always schedule a 15 minute chat with me to learn more.
Share the gift of financial empowerment
Save $50 off our Trailhead session when purchased as a gift for a loved one ($225 instead of $275). The pre-programmed amounts below reflect various coaching packages- or feel free to choose a custom amount. Gift certificates are non-refundable so I recommend making sure your friend or family member is ready (and excited:) to improve their financial life.